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
$270M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$5.25M
3
+$3.67M
4
INGR icon
Ingredion
INGR
+$3.43M
5
SCHW icon
Charles Schwab
SCHW
+$3.03M

Top Sells

1
+$12M
2
+$3.98M
3
+$2.99M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.59M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.98M

Sector Composition

1 Technology 23.02%
2 Healthcare 12.57%
3 Financials 8.47%
4 Consumer Discretionary 7.69%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$793K 0.29%
4,082
-7
77
$792K 0.29%
2,055
+363
78
$789K 0.29%
21,476
-1,690
79
$787K 0.29%
4,037
-53
80
$776K 0.29%
2,261
+2
81
$759K 0.28%
6,714
-19
82
$751K 0.28%
6,118
83
$637K 0.24%
6,662
-89
84
$627K 0.23%
+10,920
85
$616K 0.23%
+2,981
86
$610K 0.23%
3,245
-4
87
$599K 0.22%
+7,104
88
$596K 0.22%
+9,769
89
$595K 0.22%
10,937
+3,087
90
$553K 0.21%
5,448
91
$549K 0.2%
3,542
92
$523K 0.19%
12,810
93
$503K 0.19%
19,431
+2,000
94
$503K 0.19%
13,164
-200
95
$500K 0.19%
5,700
+1,700
96
$494K 0.18%
3,963
-96
97
$485K 0.18%
1,400
98
$485K 0.18%
4,950
99
$473K 0.18%
4,766
100
$470K 0.17%
2,085
+682
2 3
4
5 6