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
$244M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.18M
3
+$1.81M
4
PJT icon
PJT Partners
PJT
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.53M

Top Sells

1
+$1.78M
2
+$1.64M
3
+$1.38M
4
FIVN icon
FIVE9
FIVN
+$783K
5
AVGO icon
Broadcom
AVGO
+$610K

Sector Composition

1 Technology 21.06%
2 Healthcare 13.14%
3 Communication Services 7.93%
4 Consumer Staples 7.69%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.15%
3,285
+1,244
102
$329K 0.14%
+2,864
103
$320K 0.13%
1,981
-7
104
$319K 0.13%
2,152
105
$299K 0.12%
+4,148
106
$293K 0.12%
1,378
-262
107
$286K 0.12%
3,708
108
$285K 0.12%
+18,031
109
$277K 0.11%
5,062
+452
110
$276K 0.11%
+3,648
111
$274K 0.11%
1,390
112
$271K 0.11%
2,900
113
$270K 0.11%
6,200
114
$266K 0.11%
+1,244
115
$266K 0.11%
+1,860
116
$263K 0.11%
7,180
-3,551
117
$261K 0.11%
1,947
+213
118
$260K 0.11%
1,763
+91
119
$256K 0.11%
1,506
-142
120
$253K 0.1%
2,187
+187
121
$241K 0.1%
+5,895
122
$233K 0.1%
+13,220
123
$225K 0.09%
1,360
124
$225K 0.09%
+2,998
125
$222K 0.09%
+1,725
2 3 4
5
6