WCA

Westover Capital Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 37.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.61M
3
+$1.18M
4
EBAY icon
eBay
EBAY
+$845K
5
HIG icon
Hartford Financial Services
HIG
+$791K

Top Sells

1
+$2.55M
2
+$2.27M
3
+$1.94M
4
CLS icon
Celestica
CLS
+$1.38M
5
CVX icon
Chevron
CVX
+$1.32M

Sector Composition

1 Technology 27.08%
2 Financials 10.39%
3 Communication Services 8.52%
4 Healthcare 6.72%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.27%
1,884
-120
77
$1.43M 0.26%
10,738
+6,164
78
$1.43M 0.26%
3,532
-53
79
$1.37M 0.25%
24,050
80
$1.32M 0.24%
7,250
+50
81
$1.32M 0.24%
7,540
-114
82
$1.31M 0.24%
1,419
-24
83
$1.29M 0.24%
3,451
+116
84
$1.27M 0.24%
7,246
-1,604
85
$1.25M 0.23%
6,118
86
$1.25M 0.23%
5,652
-87
87
$1.23M 0.23%
1,708
+374
88
$1.22M 0.23%
5,189
-50
89
$1.2M 0.22%
7,530
90
$1.2M 0.22%
6,996
91
$1.19M 0.22%
11,774
-54
92
$1.19M 0.22%
14,460
93
$1.15M 0.21%
7,604
+169
94
$1.12M 0.21%
6,016
95
$1.12M 0.21%
54,454
-2,998
96
$1.1M 0.2%
6,524
-35
97
$1.07M 0.2%
8,000
98
$1.07M 0.2%
2,177
+110
99
$1.03M 0.19%
2,447
-129
100
$1M 0.19%
7,500
-70
2 3
4
5 6