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
$152M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.68M
3
+$942K
4
MON
Monsanto Co
MON
+$771K
5
ABBV icon
AbbVie
ABBV
+$718K

Top Sells

1
+$3.05M
2
+$2.43M
3
+$1.36M
4
SVC
Service Properties Trust
SVC
+$1.02M
5
J icon
Jacobs Solutions
J
+$942K

Sector Composition

1 Healthcare 13.76%
2 Technology 11.89%
3 Financials 11.73%
4 Consumer Discretionary 9.79%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.16%
3,590
-42
102
$239K 0.16%
2,038
-22
103
$239K 0.16%
13,384
-2,065
104
$236K 0.16%
+2,816
105
$235K 0.15%
2,711
-7
106
$218K 0.14%
+9,533
107
$215K 0.14%
6,139
+330
108
$212K 0.14%
1,502
-111
109
– –
-3,636
110
– –
-25,787
111
– –
-54,644
112
– –
-5,563
113
– –
-20,609
114
– –
-7,828
115
– –
-26,302
116
– –
-7,747
117
– –
-33,384
118
– –
-32,241
119
– –
-868
120
– –
-39,631
121
– –
-12,333
122
– –
-16,900
1 2 3 4
5