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
$388M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.71M
3
+$1.69M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.46M
5
SM icon
SM Energy
SM
+$1.12M

Top Sells

1
+$2.18M
2
+$1.24M
3
+$781K
4
PXD
Pioneer Natural Resource Co.
PXD
+$777K
5
WDAY icon
Workday
WDAY
+$690K

Sector Composition

1 Technology 25.95%
2 Healthcare 10.17%
3 Financials 9.61%
4 Communication Services 7.64%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.33%
20,766
+117
77
$1.27M 0.33%
3,329
-317
78
$1.26M 0.32%
7,403
-407
79
$1.25M 0.32%
21,776
+3,764
80
$1.24M 0.32%
10,482
+2,254
81
$1.23M 0.32%
21,598
-2,468
82
$1.22M 0.32%
15,896
-1,156
83
$1.18M 0.3%
6,948
+2,058
84
$1.16M 0.3%
3,471
+2,202
85
$1.15M 0.3%
4,368
-122
86
$1.12M 0.29%
+26,020
87
$1.1M 0.28%
10,250
+3,484
88
$1.06M 0.27%
5,876
+960
89
$1.04M 0.27%
2,785
+1,172
90
$1.02M 0.26%
7,464
-424
91
$1.02M 0.26%
+5,876
92
$882K 0.23%
5,639
93
$874K 0.23%
5,983
+2,837
94
$872K 0.22%
11,187
+2,620
95
$852K 0.22%
+8,000
96
$847K 0.22%
+8,438
97
$847K 0.22%
8,100
-1,499
98
$832K 0.21%
31,625
+1,940
99
$814K 0.21%
3,196
-4,881
100
$799K 0.21%
7,253
+1,091
2 3
4
5 6