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
$186M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.6M
4
EGP icon
EastGroup Properties
EGP
+$1.45M
5
CC icon
Chemours
CC
+$1.23M

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.85M
4
AMT icon
American Tower
AMT
+$1.46M
5
RCL icon
Royal Caribbean
RCL
+$1.45M

Sector Composition

1 Technology 14.11%
2 Healthcare 10.64%
3 Consumer Discretionary 10.15%
4 Financials 9.28%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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