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
$224M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.8M
3
+$952K
4
KO icon
Coca-Cola
KO
+$751K
5
LEN icon
Lennar Class A
LEN
+$507K

Top Sells

1
+$2.2M
2
+$1.36M
3
+$1.27M
4
TMO icon
Thermo Fisher Scientific
TMO
+$909K
5
CSCO icon
Cisco
CSCO
+$892K

Sector Composition

1 Technology 18.05%
2 Healthcare 11.36%
3 Financials 10.04%
4 Communication Services 7.89%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.28%
7,354
-191
77
$623K 0.28%
2,937
-9
78
$610K 0.27%
10,187
79
$598K 0.27%
2,020
+313
80
$598K 0.27%
6,714
+650
81
$595K 0.27%
2,379
-11
82
$573K 0.26%
9,707
-3,557
83
$551K 0.25%
1,875
+175
84
$537K 0.24%
3,678
-255
85
$535K 0.24%
22,194
-162
86
$510K 0.23%
6,385
+271
87
$507K 0.23%
+9,386
88
$479K 0.21%
3,165
-1,342
89
$478K 0.21%
1,450
+99
90
$472K 0.21%
+53,742
91
$472K 0.21%
13,212
-21
92
$454K 0.2%
2,775
+660
93
$443K 0.2%
9,789
-340
94
$416K 0.19%
14,093
-720
95
$414K 0.19%
8,100
+100
96
$388K 0.17%
+9,204
97
$376K 0.17%
1,834
-380
98
$366K 0.16%
6,000
99
$356K 0.16%
2,000
100
$345K 0.15%
13,566
2 3
4
5 6