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
$213M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.56M
3
+$2.27M
4
UPS icon
United Parcel Service
UPS
+$1.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.72M

Top Sells

1
+$6.38M
2
+$3.09M
3
+$2.58M
4
TRP icon
TC Energy
TRP
+$1.99M
5
CVX icon
Chevron
CVX
+$1.88M

Sector Composition

1 Technology 21.69%
2 Healthcare 13.59%
3 Communication Services 7.96%
4 Consumer Staples 7.72%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.29%
24,148
-1,563
77
$615K 0.29%
2,546
-1,075
78
$609K 0.29%
10,187
79
$583K 0.27%
6,246
-665
80
$514K 0.24%
4,299
-2,383
81
$478K 0.22%
+15,248
82
$469K 0.22%
2,164
-87
83
$422K 0.2%
1,800
84
$420K 0.2%
2,992
-173
85
$412K 0.19%
1,815
+48
86
$411K 0.19%
13,603
-3,894
87
$395K 0.19%
2,807
-665
88
$363K 0.17%
6,000
89
$359K 0.17%
10,731
-5,020
90
$353K 0.17%
2,152
+467
91
$318K 0.15%
1,400
92
$298K 0.14%
10,004
93
$293K 0.14%
1,640
-845
94
$290K 0.14%
+1,988
95
$272K 0.13%
3,708
-8
96
$259K 0.12%
6,200
97
$258K 0.12%
1,648
-3
98
$249K 0.12%
1,360
-2,955
99
$245K 0.11%
+2,669
100
$244K 0.11%
4,610
2 3
4
5 6