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
$160M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.89M
3
+$2.59M
4
GS icon
Goldman Sachs
GS
+$2.53M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.52M

Top Sells

1
+$3.28M
2
+$2.77M
3
+$2.63M
4
CRS icon
Carpenter Technology
CRS
+$2.5M
5
EL icon
Estee Lauder
EL
+$2.29M

Sector Composition

1 Technology 15.56%
2 Healthcare 12.78%
3 Financials 8.02%
4 Consumer Discretionary 7.57%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.24%
6,601
-1,508
77
$380K 0.24%
+10,752
78
$376K 0.24%
2,865
-9,972
79
$375K 0.23%
3,693
+1,421
80
$363K 0.23%
13,341
81
$358K 0.22%
+1,755
82
$351K 0.22%
7,124
-1,770
83
$342K 0.21%
3,169
+49
84
$315K 0.2%
10,962
-1,356
85
$314K 0.2%
6,139
-1,179
86
$310K 0.19%
2,427
-274
87
$300K 0.19%
5,753
+1,356
88
$299K 0.19%
2,745
+504
89
$296K 0.19%
4,407
-61
90
$283K 0.18%
2,193
+484
91
$265K 0.17%
+3,883
92
$252K 0.16%
2,463
-123
93
$251K 0.16%
4,217
94
$249K 0.16%
+7,173
95
$244K 0.15%
9,393
-64,168
96
$239K 0.15%
+12,153
97
$237K 0.15%
+9,620
98
$236K 0.15%
6,292
-584
99
$231K 0.14%
1,687
-81
100
$231K 0.14%
8,685
-153
2 3
4
5 6