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
$278M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.25M
3
+$1.65M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$875K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$776K

Top Sells

1
+$1.67M
2
+$1.48M
3
+$1.15M
4
JPM icon
JPMorgan Chase
JPM
+$1.1M
5
LMT icon
Lockheed Martin
LMT
+$770K

Sector Composition

1 Technology 21.83%
2 Healthcare 11.91%
3 Communication Services 8.89%
4 Financials 7.36%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$416K 0.15%
4,548
-21
102
$413K 0.15%
18,964
+5,744
103
$410K 0.15%
7,386
+584
104
$397K 0.14%
2,352
+200
105
$397K 0.14%
1,113
-128
106
$397K 0.14%
1,400
107
$395K 0.14%
1,522
+278
108
$391K 0.14%
1,901
-80
109
$384K 0.14%
1,672
+42
110
$364K 0.13%
9,897
-2,373
111
$361K 0.13%
3,084
+220
112
$353K 0.13%
18,031
113
$325K 0.12%
1,386
-4
114
$309K 0.11%
+6,507
115
$308K 0.11%
3,651
-497
116
$305K 0.11%
3,568
-140
117
$300K 0.11%
7,116
-64
118
$299K 0.11%
6,496
+601
119
$296K 0.11%
1,522
+16
120
$289K 0.1%
1,230
-630
121
$286K 0.1%
+3,800
122
$284K 0.1%
1,763
123
$283K 0.1%
1,935
-12
124
$279K 0.1%
2,900
125
$277K 0.1%
+5,048
3 4
5
6 7