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
$135M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.83M
3
+$1.79M
4
GM icon
General Motors
GM
+$1.79M
5
XOM icon
Exxon Mobil
XOM
+$1.61M

Top Sells

1
+$2.37M
2
+$1.68M
3
+$1.41M
4
GT icon
Goodyear
GT
+$1.2M
5
JCI icon
Johnson Controls International
JCI
+$1.15M

Sector Composition

1 Healthcare 13.5%
2 Technology 13.05%
3 Consumer Discretionary 9.01%
4 Industrials 8.68%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.29%
5,769
+35
77
$373K 0.28%
2,301
-15
78
$360K 0.27%
6,813
-18,536
79
$359K 0.27%
2,798
-65
80
$334K 0.25%
2,973
-187
81
$272K 0.2%
+9,816
82
$236K 0.18%
+2,310
83
$224K 0.17%
3,635
-6,207
84
$223K 0.17%
+2,293
85
$223K 0.17%
7,518
-36,601
86
$219K 0.16%
+6,000
87
$215K 0.16%
+4,051
88
$211K 0.16%
2,171
-37
89
$199K 0.15%
16,521
-139,655
90
$180K 0.13%
+18,487
91
$175K 0.13%
1,140
92
– –
-18,593
93
– –
-2,506
94
– –
-24,771
95
– –
-46,560
96
– –
-3,439
97
– –
-9,700
1 2 3
4