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
$224M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.8M
3
+$952K
4
KO icon
Coca-Cola
KO
+$751K
5
LEN icon
Lennar Class A
LEN
+$507K

Top Sells

1
+$2.2M
2
+$1.36M
3
+$1.27M
4
TMO icon
Thermo Fisher Scientific
TMO
+$909K
5
CSCO icon
Cisco
CSCO
+$892K

Sector Composition

1 Technology 18.05%
2 Healthcare 11.36%
3 Financials 10.04%
4 Communication Services 7.89%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$341K 0.15%
6,455
-24
102
$338K 0.15%
9,000
+3,000
103
$338K 0.15%
2,340
-196
104
$335K 0.15%
3,362
-320
105
$322K 0.14%
10,032
-600
106
$314K 0.14%
1,385
107
$313K 0.14%
2,128
-5,672
108
$309K 0.14%
3,046
-6
109
$301K 0.13%
7,751
-230
110
$294K 0.13%
2,696
+326
111
$283K 0.13%
5,833
-361
112
$275K 0.12%
2,280
-138
113
$273K 0.12%
6,200
114
$271K 0.12%
9,620
115
$271K 0.12%
2,318
+264
116
$264K 0.12%
6,000
117
$260K 0.12%
+2,900
118
$256K 0.11%
+1,734
119
$253K 0.11%
1,800
120
$247K 0.11%
3,591
-274
121
$247K 0.11%
2,733
-3,366
122
$247K 0.11%
2,241
-9
123
$245K 0.11%
+14,295
124
$237K 0.11%
4,000
125
$234K 0.1%
4,605
-309
3 4
5
6 7