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
$150M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.44M
3
+$1.43M
4
SINA
Sina Corp
SINA
+$1.42M
5
PG icon
Procter & Gamble
PG
+$1.26M

Top Sells

1
+$1.92M
2
+$1.74M
3
+$1.38M
4
VTR icon
Ventas
VTR
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$976K

Sector Composition

1 Technology 12.69%
2 Healthcare 12.45%
3 Financials 12.36%
4 Consumer Discretionary 9.58%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.3%
5,522
+36
77
$398K 0.27%
2,924
-49
78
$383K 0.26%
2,695
-71
79
$382K 0.25%
5,225
-810
80
$378K 0.25%
5,563
+46
81
$355K 0.24%
6,862
-79
82
$354K 0.24%
4,443
-396
83
$316K 0.21%
13,653
-96
84
$300K 0.2%
+25,787
85
$294K 0.2%
8,710
-1,094
86
$276K 0.18%
6,000
87
$259K 0.17%
+8,961
88
$250K 0.17%
3,632
89
$245K 0.16%
2,254
-33
90
$236K 0.16%
5,606
-160
91
$233K 0.16%
+6,000
92
$233K 0.16%
2,060
-561
93
$232K 0.15%
1,312
-110
94
$231K 0.15%
7,828
+310
95
$231K 0.15%
15,449
-3,833
96
$226K 0.15%
+3,802
97
$224K 0.15%
+2,718
98
$213K 0.14%
3,636
-338
99
$210K 0.14%
+1,613
100
$209K 0.14%
+5,809
1 2 3
4
5