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
$312M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$875K
3
+$556K
4
ERIC icon
Ericsson
ERIC
+$514K
5
NXPI icon
NXP Semiconductors
NXPI
+$480K

Top Sells

1
+$955K
2
+$852K
3
+$828K
4
FIVN icon
FIVE9
FIVN
+$746K
5
DG icon
Dollar General
DG
+$599K

Sector Composition

1 Technology 21.02%
2 Healthcare 10.72%
3 Communication Services 8.65%
4 Financials 8.14%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$520K 0.17%
2,682
-15
102
$503K 0.16%
1,400
103
$492K 0.16%
7,375
+793
104
$480K 0.15%
+2,331
105
$473K 0.15%
5,932
-70
106
$468K 0.15%
4,742
-339
107
$463K 0.15%
1,332
-49
108
$454K 0.15%
852
109
$435K 0.14%
21,656
-460
110
$432K 0.14%
3,482
-143
111
$422K 0.14%
1,447
+40
112
$417K 0.13%
7,847
+3,892
113
$417K 0.13%
1,142
+100
114
$409K 0.13%
7,017
-4
115
$402K 0.13%
7,593
+84
116
$401K 0.13%
16,631
117
$397K 0.13%
13,754
+2,495
118
$391K 0.13%
3,000
119
$389K 0.12%
7,646
+1,519
120
$385K 0.12%
+4,926
121
$378K 0.12%
2,176
+542
122
$374K 0.12%
+6,275
123
$372K 0.12%
3,553
+32
124
$371K 0.12%
+2,266
125
$368K 0.12%
+2,313
3 4
5
6 7