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
$278M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.25M
3
+$1.65M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$875K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$776K

Top Sells

1
+$1.67M
2
+$1.48M
3
+$1.15M
4
JPM icon
JPMorgan Chase
JPM
+$1.1M
5
LMT icon
Lockheed Martin
LMT
+$770K

Sector Composition

1 Technology 21.83%
2 Healthcare 11.91%
3 Communication Services 8.89%
4 Financials 7.36%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$802K 0.29%
5,889
-78
77
$779K 0.28%
2,999
78
$763K 0.27%
14,110
+4,220
79
$761K 0.27%
7,783
-19
80
$714K 0.26%
2,338
+75
81
$711K 0.26%
7,758
-60
82
$702K 0.25%
3,280
+1,920
83
$654K 0.24%
21,716
-380
84
$643K 0.23%
+8,940
85
$636K 0.23%
1,774
-158
86
$636K 0.23%
+7,756
87
$634K 0.23%
2,319
-53
88
$613K 0.22%
8,897
+5,249
89
$585K 0.21%
4,206
-18
90
$580K 0.21%
5,824
-40
91
$548K 0.2%
+45,870
92
$542K 0.2%
10,004
93
$528K 0.19%
6,118
94
$517K 0.19%
3,284
+217
95
$508K 0.18%
10,187
96
$490K 0.18%
1,800
97
$485K 0.17%
3,224
-61
98
$455K 0.16%
1,665
-16
99
$440K 0.16%
+2,742
100
$434K 0.16%
3,704
+248
2 3
4
5 6