WCA

Westover Capital Advisors Portfolio holdings

AUM $541M
1-Year Est. Return 36.01%
This Quarter Est. Return
1 Year Est. Return
+36.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.94M
3
+$2.24M
4
GS icon
Goldman Sachs
GS
+$1.48M
5
CI icon
Cigna
CI
+$1.3M

Top Sells

1
+$2.6M
2
+$1.66M
3
+$1.5M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.47M
5
ICLR icon
Icon
ICLR
+$1.17M

Sector Composition

1 Healthcare 15%
2 Consumer Discretionary 11.1%
3 Industrials 10.51%
4 Technology 10.34%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.18%
2,208
-3
77
$171K 0.14%
1,140
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88
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89
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90
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91
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93
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94
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-44,373
95
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-12,215
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4