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
$276M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$2.55M
3
+$2.05M
4
CYBR icon
CyberArk
CYBR
+$1.04M
5
JPM icon
JPMorgan Chase
JPM
+$676K

Top Sells

1
+$4.65M
2
+$1.22M
3
+$1.21M
4
FTNT icon
Fortinet
FTNT
+$978K
5
CTVA icon
Corteva
CTVA
+$741K

Sector Composition

1 Technology 24.14%
2 Healthcare 11.92%
3 Financials 8.69%
4 Consumer Discretionary 8.23%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$838K 0.3%
1,644
-21
77
$827K 0.3%
15,663
-475
78
$824K 0.3%
5,484
-134
79
$820K 0.3%
15,279
+4,382
80
$811K 0.29%
1,378
-58
81
$793K 0.29%
4,776
+113
82
$774K 0.28%
9,916
-1,970
83
$753K 0.27%
3,407
-466
84
$735K 0.27%
2,431
-227
85
$687K 0.25%
2,287
+1
86
$672K 0.24%
20,165
-896
87
$663K 0.24%
31,346
-680
88
$647K 0.23%
6,115
-1,582
89
$606K 0.22%
22,123
-22,933
90
$584K 0.21%
3,579
+956
91
$573K 0.21%
5,347
-35
92
$558K 0.2%
6,901
+157
93
$555K 0.2%
5,420
+160
94
$544K 0.2%
2,532
-319
95
$531K 0.19%
4,436
96
$525K 0.19%
1,400
97
$524K 0.19%
4,474
-170
98
$513K 0.19%
18,742
99
$503K 0.18%
7,198
-4,242
100
$502K 0.18%
5,736
-724
2 3
4
5 6