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
$126M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.34M
3
+$1.08M
4
COP icon
ConocoPhillips
COP
+$935K
5
COF icon
Capital One
COF
+$759K

Top Sells

1
+$2.35M
2
+$1.5M
3
+$1.35M
4
LUMN icon
Lumen
LUMN
+$908K
5
CSX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-20,668
102
– –
-1,984
103
– –
-3,352
1 2 3 4
5