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
$342M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.17M
3
+$1.84M
4
TNET icon
TriNet
TNET
+$1.74M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.33M

Top Sells

1
+$3.77M
2
+$3.02M
3
+$2.26M
4
EOG icon
EOG Resources
EOG
+$1.99M
5
AVGO icon
Broadcom
AVGO
+$1.35M

Sector Composition

1 Technology 24.47%
2 Healthcare 11.04%
3 Financials 9.26%
4 Consumer Discretionary 8.46%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.33%
5,275
-115
77
$1.11M 0.33%
3,848
-231
78
$1.03M 0.3%
6,400
-1,031
79
$1.03M 0.3%
2,034
-59
80
$1.01M 0.29%
9,599
-1,276
81
$998K 0.29%
5,912
+3,920
82
$970K 0.28%
2,529
-19
83
$968K 0.28%
+4,916
84
$956K 0.28%
3,383
-33
85
$925K 0.27%
8,228
+1,192
86
$889K 0.26%
5,639
-481
87
$815K 0.24%
6,766
+4,604
88
$809K 0.24%
+18,012
89
$777K 0.23%
2,961
-14,348
90
$743K 0.22%
+6,162
91
$729K 0.21%
201
+23
92
$698K 0.2%
6,924
+1,860
93
$695K 0.2%
4,890
+286
94
$690K 0.2%
2,529
-140
95
$667K 0.2%
5,420
96
$663K 0.19%
1,613
+675
97
$660K 0.19%
+1,372
98
$646K 0.19%
+29,685
99
$646K 0.19%
5,028
100
$607K 0.18%
2,700
2 3
4
5 6