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
$320M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.34M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
MYRG icon
MYR Group
MYRG
+$868K

Top Sells

1
+$2.22M
2
+$790K
3
+$682K
4
LOVE icon
LoveSac
LOVE
+$473K
5
LUV icon
Southwest Airlines
LUV
+$417K

Sector Composition

1 Technology 21.26%
2 Healthcare 11.26%
3 Communication Services 8.6%
4 Financials 8.24%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$993K 0.31%
29,200
77
$964K 0.3%
6,456
-36
78
$940K 0.29%
4,221
+70
79
$913K 0.29%
5,458
80
$888K 0.28%
5,626
-35
81
$868K 0.27%
+8,721
82
$834K 0.26%
7,735
+267
83
$772K 0.24%
7,757
84
$742K 0.23%
+5,409
85
$731K 0.23%
+9,312
86
$699K 0.22%
2,335
-13
87
$688K 0.22%
11,270
-110
88
$670K 0.21%
2,604
-152
89
$630K 0.2%
2,871
-16
90
$614K 0.19%
17,822
-2,587
91
$606K 0.19%
4,832
-27
92
$594K 0.19%
1,400
93
$594K 0.19%
1,042
-353
94
$584K 0.18%
3,615
+40
95
$547K 0.17%
9,063
96
$546K 0.17%
1,610
+278
97
$542K 0.17%
7,347
-28
98
$533K 0.17%
2,306
99
$533K 0.17%
2,627
-55
100
$531K 0.17%
2,712
+381
2 3
4
5 6