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
$182M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.95M
3
+$2.71M
4
STZ icon
Constellation Brands
STZ
+$2.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.6M

Top Sells

1
+$5.03M
2
+$2.29M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.99M
5
MO icon
Altria Group
MO
+$1.95M

Sector Composition

1 Technology 12.05%
2 Healthcare 11.3%
3 Consumer Discretionary 10.91%
4 Financials 10.46%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$653K 0.36%
10,125
+520
77
$650K 0.36%
9,358
-204
78
$646K 0.35%
29,133
-52
79
$632K 0.35%
14,051
-76
80
$517K 0.28%
12,713
-15,470
81
$514K 0.28%
3,580
-117
82
$510K 0.28%
8,385
+584
83
$488K 0.27%
6,022
-15
84
$481K 0.26%
10,421
+1,085
85
$472K 0.26%
2,698
+1,282
86
$469K 0.26%
7,037
-189
87
$465K 0.26%
3,822
-11,761
88
$436K 0.24%
29,185
-600
89
$430K 0.24%
+1,946
90
$418K 0.23%
19,982
+2,433
91
$374K 0.21%
4,960
-159
92
$361K 0.2%
4,322
-296
93
$346K 0.19%
4,958
-122
94
$343K 0.19%
13,407
-159
95
$325K 0.18%
13,538
-810
96
$323K 0.18%
14,597
-2,522
97
$320K 0.18%
+3,529
98
$319K 0.18%
13,219
-35
99
$307K 0.17%
6,000
100
$305K 0.17%
+16,638
2 3
4
5 6