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

Top Buys

1
+$2.24M
2
+$2.16M
3
+$1.68M
4
CC icon
Chemours
CC
+$1.38M
5
EGP icon
EastGroup Properties
EGP
+$1.36M

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.85M
4
RCL icon
Royal Caribbean
RCL
+$1.45M
5
AMT icon
American Tower
AMT
+$1.41M

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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116
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117
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