WCA
Westover Capital Advisors Portfolio holdings
AUM
$500M
This Quarter Return
-0.53%
1 Year Return
+29.03%
3 Year Return
+105.58%
5 Year Return
+171.37%
10 Year Return
+410.24%
AUM
$126M
AUM Growth
+$126M
(+1.7%)
Cap. Flow
+$3.34M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
33.88%
Holding
103
New
13
Increased
40
Reduced
33
Closed
14
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.36M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.28M |
| 3 |
Tyson Foods
TSN
|
$1.13M |
| 4 |
ConocoPhillips
COP
|
$881K |
| 5 |
Capital One
COF
|
$795K |
Top Sells
| 1 |
Applied Materials
AMAT
|
$2.35M |
| 2 |
Coca-Cola Europacific Partners
CCEP
|
$1.5M |
| 3 |
Qualcomm
QCOM
|
$1.35M |
| 4 |
Lumen
LUMN
|
$908K |
| 5 |
CSX Corp
CSX
|
$876K |
Sector Composition
| 1 | Healthcare | 16.71% |
| 2 | Industrials | 14.11% |
| 3 | Technology | 11.32% |
| 4 | Financials | 10.77% |
| 5 | Consumer Discretionary | 6.69% |