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
$140M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.38M
3
+$2.35M
4
FCX icon
Freeport-McMoran
FCX
+$1.34M
5
WMT icon
Walmart
WMT
+$1.05M

Top Sells

1
+$3.77M
2
+$1.91M
3
+$1.51M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.36M
5
TSN icon
Tyson Foods
TSN
+$1.33M

Sector Composition

1 Technology 12.97%
2 Financials 11.91%
3 Healthcare 11.37%
4 Consumer Discretionary 9.36%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,310
102
– –
-5,070
103
– –
-2,301
104
– –
-3,635
1 2 3 4
5