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
$116M
AUM Growth
-$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.77M
3
+$2.6M
4
MON
Monsanto Co
MON
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.69M

Top Sells

1
+$3.61M
2
+$2.82M
3
+$2.29M
4
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$2.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.83M

Sector Composition

1 Healthcare 16.58%
2 Industrials 13.71%
3 Technology 11.25%
4 Financials 9.09%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-71,799
102
– –
-9,546
103
– –
-13,740
1 2 3 4
5