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
$119M
AUM Growth
-$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.01M
3
+$2.71M
4
EXPE icon
Expedia Group
EXPE
+$1.82M
5
AMZN icon
Amazon
AMZN
+$1.63M

Top Sells

1
+$3.06M
2
+$2.97M
3
+$2.92M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.38M
5
COP icon
ConocoPhillips
COP
+$2.19M

Sector Composition

1 Healthcare 15.71%
2 Technology 12.07%
3 Consumer Discretionary 11.72%
4 Financials 10.82%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-13,401
102
– –
-20,909
103
– –
-80,776
104
– –
-23,375
105
– –
-7,885
1 2 3 4
5