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
$170M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.8M
3
+$1.96M
4
NOW icon
ServiceNow
NOW
+$1.8M
5
MFC icon
Manulife Financial
MFC
+$1.63M

Top Sells

1
+$2.72M
2
+$1.95M
3
+$1.83M
4
GE icon
GE Aerospace
GE
+$1.83M
5
GLW icon
Corning
GLW
+$1.08M

Sector Composition

1 Healthcare 12.34%
2 Technology 12.09%
3 Financials 10.85%
4 Consumer Discretionary 9.87%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$535K 0.31%
4,618
-15,766
77
$533K 0.31%
8,680
+3,486
78
$516K 0.3%
+3,697
79
$511K 0.3%
7,226
-117
80
$505K 0.3%
+6,531
81
$466K 0.27%
+7,801
82
$463K 0.27%
+23,092
83
$433K 0.25%
17,119
+1,358
84
$425K 0.25%
6,037
85
$388K 0.23%
44,469
+907
86
$377K 0.22%
29,785
-1,505
87
$373K 0.22%
5,119
-206
88
$368K 0.22%
+2,921
89
$367K 0.22%
+4,753
90
$356K 0.21%
9,336
-426
91
$351K 0.21%
13,566
92
$348K 0.2%
2,799
-601
93
$324K 0.19%
+17,549
94
$317K 0.19%
+13,254
95
$314K 0.18%
+4,112
96
$313K 0.18%
6,000
97
$304K 0.18%
3,220
-370
98
$304K 0.18%
5,080
-497
99
$300K 0.18%
6,978
-70
100
$293K 0.17%
6,000
2 3
4
5 6