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
$244M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.18M
3
+$1.81M
4
PJT icon
PJT Partners
PJT
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.53M

Top Sells

1
+$1.78M
2
+$1.64M
3
+$1.38M
4
FIVN icon
FIVE9
FIVN
+$783K
5
AVGO icon
Broadcom
AVGO
+$610K

Sector Composition

1 Technology 21.06%
2 Healthcare 13.14%
3 Communication Services 7.93%
4 Consumer Staples 7.69%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$724K 0.3%
5,967
-3,504
77
$720K 0.3%
20,036
-940
78
$707K 0.29%
2,372
-174
79
$641K 0.26%
+7,818
80
$625K 0.26%
1,932
-554
81
$590K 0.24%
5,864
-382
82
$587K 0.24%
4,224
-75
83
$583K 0.24%
+8,274
84
$564K 0.23%
22,096
-2,052
85
$527K 0.22%
10,187
86
$523K 0.21%
+2,263
87
$506K 0.21%
1,800
88
$495K 0.2%
+9,890
89
$486K 0.2%
7,699
-1,740
90
$457K 0.19%
3,067
+260
91
$445K 0.18%
10,004
92
$440K 0.18%
1,681
-134
93
$427K 0.18%
+12,270
94
$420K 0.17%
+1,241
95
$414K 0.17%
+1,630
96
$405K 0.17%
+4,569
97
$385K 0.16%
1,400
98
$384K 0.16%
+6,802
99
$364K 0.15%
6,118
+118
100
$359K 0.15%
3,456
+787
2 3
4
5 6