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WCA

Westover Capital Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 37.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$3.52M
3
+$2.19M
4
UPS icon
United Parcel Service
UPS
+$1.75M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.62M

Top Sells

1
+$6.38M
2
+$3.09M
3
+$2.58M
4
TRP icon
TC Energy
TRP
+$1.99M
5
CVX icon
Chevron
CVX
+$1.88M

Sector Composition

1 Technology 21.69%
2 Healthcare 13.59%
3 Communication Services 7.96%
4 Consumer Staples 7.72%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.11%
+1,390
102
$238K 0.11%
2,900
103
$231K 0.11%
+2,041
104
$226K 0.11%
+1,734
105
$219K 0.1%
1,688
-225
106
$219K 0.1%
+1,672
107
$214K 0.1%
5,510
-266
108
$212K 0.1%
2,000
109
$212K 0.1%
690
110
– –
-14,107
111
– –
-8,988
112
– –
-2,317
113
– –
-25,897
114
– –
-216,878
115
– –
-8,000
116
– –
-3,383
117
– –
-44,898
118
– –
-38,235
119
– –
-38,176
120
– –
-16,930
121
– –
-10,939
122
– –
-13,568
123
– –
-7,644
124
– –
-16,198
125
– –
-2,340
2 3 4
5
6