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
$186M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.6M
4
EGP icon
EastGroup Properties
EGP
+$1.45M
5
CC icon
Chemours
CC
+$1.23M

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.85M
4
AMT icon
American Tower
AMT
+$1.46M
5
RCL icon
Royal Caribbean
RCL
+$1.45M

Sector Composition

1 Technology 14.11%
2 Healthcare 10.64%
3 Consumer Discretionary 10.15%
4 Financials 9.28%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.27%
6,233
77
$458K 0.25%
29,910
+745
78
$415K 0.22%
3,120
-288
79
$413K 0.22%
13,566
+195
80
$408K 0.22%
+2,763
81
$363K 0.2%
4,726
-206
82
$360K 0.19%
3,686
-806
83
$351K 0.19%
5,251
-17,891
84
$350K 0.19%
9,463
-5,134
85
$324K 0.17%
+3,161
86
$323K 0.17%
+29,298
87
$320K 0.17%
6,000
88
$319K 0.17%
12,699
-520
89
$311K 0.17%
1,276
-50
90
$300K 0.16%
6,474
91
$296K 0.16%
2,105
+350
92
$295K 0.16%
2,161
-74
93
$288K 0.16%
4,440
-387
94
$277K 0.15%
2,884
-71
95
$277K 0.15%
6,000
96
$268K 0.14%
3,395
-287
97
$258K 0.14%
5,220
-1,110
98
$253K 0.14%
10,404
-9,439
99
$213K 0.11%
+2,160
100
$210K 0.11%
+5,850
1 2 3
4
5