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
$184M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.56M
3
+$2.49M
4
AMT icon
American Tower
AMT
+$1.89M
5
PHM icon
Pultegroup
PHM
+$1.77M

Top Sells

1
+$3.32M
2
+$2.36M
3
+$1.92M
4
CELG
Celgene Corp
CELG
+$1.87M
5
EXPE icon
Expedia Group
EXPE
+$1.77M

Sector Composition

1 Technology 12.71%
2 Consumer Discretionary 11.07%
3 Financials 10.58%
4 Healthcare 9.51%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$483K 0.26%
19,746
-236
77
$471K 0.26%
4,297
+768
78
$467K 0.25%
+27,525
79
$441K 0.24%
6,022
80
$439K 0.24%
6,233
-804
81
$438K 0.24%
3,408
-172
82
$426K 0.23%
5,302
-3,529
83
$404K 0.22%
5,094
-21,203
84
$384K 0.21%
13,371
-36
85
$372K 0.2%
12,818
-720
86
$368K 0.2%
29,165
-20
87
$359K 0.2%
14,597
88
$346K 0.19%
4,827
-133
89
$344K 0.19%
4,932
-26
90
$334K 0.18%
6,000
91
$329K 0.18%
4,492
92
$317K 0.17%
+2,044
93
$313K 0.17%
13,219
94
$296K 0.16%
3,682
-14
95
$293K 0.16%
1,415
-531
96
$287K 0.16%
1,326
-1,372
97
$287K 0.16%
6,000
98
$270K 0.15%
6,474
99
$269K 0.15%
+2,955
100
$260K 0.14%
2,235
-42
2 3
4
5 6