WCA

Westover Capital Advisors Portfolio holdings

AUM $500M
1-Year Est. Return 29.03%
This Quarter Est. Return
1 Year Est. Return
+29.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.8M
3
+$2.58M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
ADPT icon
Adaptive Biotechnologies
ADPT
+$1.5M

Top Sells

1
+$6.23M
2
+$4.88M
3
+$2.73M
4
PANW icon
Palo Alto Networks
PANW
+$2.14M
5
GM icon
General Motors
GM
+$1.99M

Sector Composition

1 Technology 18.2%
2 Healthcare 12.72%
3 Financials 8.23%
4 Consumer Staples 8.15%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$475K 0.26%
2,251
-128
77
$475K 0.26%
2,556
-381
78
$469K 0.25%
17,497
-3,169
79
$455K 0.25%
3,472
-206
80
$454K 0.25%
2,485
+1,100
81
$454K 0.25%
+4,911
82
$448K 0.24%
+15,751
83
$384K 0.21%
3,165
84
$383K 0.21%
6,622
+4,272
85
$369K 0.2%
2,570
+570
86
$344K 0.19%
+14,107
87
$324K 0.18%
14,739
+646
88
$319K 0.17%
10,939
+1,735
89
$314K 0.17%
2,317
-10,382
90
$295K 0.16%
1,767
-67
91
$293K 0.16%
8,988
-801
92
$287K 0.16%
9,000
93
$283K 0.15%
7,644
-1,742
94
$281K 0.15%
1,800
95
$275K 0.15%
6,000
96
$272K 0.15%
8,000
-100
97
$267K 0.14%
2,340
98
$253K 0.14%
1,913
-215
99
$252K 0.14%
+3,373
100
$248K 0.13%
+3,379
2 3
4
5 6