WCA

Westover Capital Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 33.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.23M
3
+$2.22M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.15M
5
CVX icon
Chevron
CVX
+$2.01M

Top Sells

1
+$9M
2
+$4.27M
3
+$2.55M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.21M
5
EOG icon
EOG Resources
EOG
+$1.86M

Sector Composition

1 Technology 26.19%
2 Financials 10.17%
3 Communication Services 8.03%
4 Consumer Discretionary 6.73%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.27%
20,206
-145
77
$1.31M 0.26%
3,585
-26
78
$1.31M 0.26%
5,739
-170
79
$1.31M 0.26%
8,962
-43
80
$1.29M 0.26%
16,210
-1,805
81
$1.28M 0.26%
2,497
-249
82
$1.28M 0.26%
5,239
+1,096
83
$1.27M 0.25%
24,050
-835
84
$1.24M 0.25%
11,653
-104
85
$1.22M 0.24%
11,828
-150
86
$1.19M 0.24%
3,335
+2,351
87
$1.13M 0.23%
14,033
-9
88
$1.12M 0.22%
6,118
89
$1.11M 0.22%
7,654
-517
90
$1.1M 0.22%
6,559
-115
91
$1.06M 0.21%
7,530
92
$1.06M 0.21%
1,443
-70
93
$1.05M 0.21%
2,067
+419
94
$1.05M 0.21%
6,996
95
$1.04M 0.21%
3,815
-6,942
96
$1.03M 0.21%
7,570
-133
97
$1.02M 0.2%
3,250
-1,771
98
$982K 0.2%
7,200
99
$955K 0.19%
7,435
-4,584
100
$919K 0.18%
6,016
-151
2 3
4
5 6