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
$182M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.95M
3
+$2.71M
4
STZ icon
Constellation Brands
STZ
+$2.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.6M

Top Sells

1
+$5.03M
2
+$2.29M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.99M
5
MO icon
Altria Group
MO
+$1.95M

Sector Composition

1 Technology 12.05%
2 Healthcare 11.3%
3 Consumer Discretionary 10.91%
4 Financials 10.46%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$298K 0.16%
4,492
-59
102
$287K 0.16%
6,000
103
$285K 0.16%
+2,074
104
$272K 0.15%
6,474
-504
105
$265K 0.15%
2,801
-419
106
$262K 0.14%
3,696
-141
107
$245K 0.13%
6,330
108
$237K 0.13%
+4,280
109
$233K 0.13%
2,277
-349
110
$233K 0.13%
2,639
-120
111
$228K 0.13%
+2,410
112
$207K 0.11%
+6,480
113
$205K 0.11%
1,939
114
– –
-3,446
115
– –
-2,254
116
– –
-8,680
117
– –
-16,918
118
– –
-95,516
119
– –
-23,092
120
– –
-30,773
121
– –
-1,956
122
– –
-6,736
123
– –
-11,323
124
– –
-44,469
125
– –
-13,374
2 3 4
5
6