WCA

Westover Capital Advisors Portfolio holdings

AUM $500M
1-Year Est. Return 29.03%
This Quarter Est. Return
1 Year Est. Return
+29.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.25M
3
+$2.4M
4
GD icon
General Dynamics
GD
+$2.35M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.36M

Top Sells

1
+$2.78M
2
+$2.53M
3
+$2.43M
4
D icon
Dominion Energy
D
+$1.61M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.35M

Sector Composition

1 Technology 20.03%
2 Healthcare 11.01%
3 Communication Services 8.6%
4 Financials 8.19%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$513K 0.18%
2,697
-45
102
$490K 0.17%
5,081
+533
103
$490K 0.17%
+6,582
104
$476K 0.16%
1,921
+399
105
$471K 0.16%
22,116
+3,152
106
$470K 0.16%
1,800
107
$451K 0.16%
852
108
$444K 0.15%
1,995
+765
109
$432K 0.15%
2,312
-40
110
$428K 0.15%
3,625
-79
111
$407K 0.14%
1,381
-284
112
$406K 0.14%
+6,620
113
$394K 0.14%
1,400
114
$393K 0.14%
1,581
-91
115
$371K 0.13%
1,042
-71
116
$369K 0.13%
3,521
-130
117
$369K 0.13%
7,509
+1,013
118
$366K 0.13%
16,631
-1,400
119
$344K 0.12%
7,021
+514
120
$342K 0.12%
1,407
+21
121
$341K 0.12%
3,000
122
$340K 0.12%
+6,002
123
$335K 0.12%
3,800
124
$335K 0.12%
1,826
+329
125
$328K 0.11%
+11,259
3 4
5
6 7