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
$152M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.68M
3
+$942K
4
MON
Monsanto Co
MON
+$771K
5
ABBV icon
AbbVie
ABBV
+$718K

Top Sells

1
+$3.05M
2
+$2.43M
3
+$1.36M
4
SVC
Service Properties Trust
SVC
+$1.02M
5
J icon
Jacobs Solutions
J
+$942K

Sector Composition

1 Healthcare 13.76%
2 Technology 11.89%
3 Financials 11.73%
4 Consumer Discretionary 9.79%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.25%
+4,789
77
$378K 0.25%
+6,037
78
$370K 0.24%
2,451
-244
79
$366K 0.24%
+43,562
80
$339K 0.22%
4,244
-199
81
$339K 0.22%
31,290
-1,285
82
$334K 0.22%
+15,761
83
$329K 0.22%
9,762
-3,316
84
$327K 0.22%
23,160
-4,570
85
$325K 0.21%
+5,194
86
$323K 0.21%
13,566
-87
87
$307K 0.2%
8,596
-114
88
$302K 0.2%
5,577
-1,285
89
$300K 0.2%
8,961
90
$296K 0.19%
4,552
-5,894
91
$283K 0.19%
+7,048
92
$282K 0.19%
+5,274
93
$276K 0.18%
+11,251
94
$272K 0.18%
6,000
95
$269K 0.18%
1,359
+47
96
$266K 0.18%
+11,399
97
$258K 0.17%
3,885
+83
98
$248K 0.16%
6,000
99
$247K 0.16%
2,254
100
$246K 0.16%
+1,325
1 2 3
4
5