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
$320M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.34M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
MYRG icon
MYR Group
MYRG
+$868K

Top Sells

1
+$2.22M
2
+$790K
3
+$682K
4
LOVE icon
LoveSac
LOVE
+$473K
5
LUV icon
Southwest Airlines
LUV
+$417K

Sector Composition

1 Technology 21.26%
2 Healthcare 11.26%
3 Communication Services 8.6%
4 Financials 8.24%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$523K 0.16%
3,012
+699
102
$519K 0.16%
1,800
103
$515K 0.16%
4,045
-55
104
$514K 0.16%
9,640
-110
105
$453K 0.14%
915
-50
106
$451K 0.14%
4,626
-116
107
$451K 0.14%
8,502
+909
108
$436K 0.14%
3,482
109
$435K 0.14%
10,115
+1,744
110
$420K 0.13%
6,963
-54
111
$405K 0.13%
11,100
+5,100
112
$404K 0.13%
20,148
-1,508
113
$392K 0.12%
2,591
-8
114
$390K 0.12%
3,000
115
$389K 0.12%
11,949
+3,105
116
$389K 0.12%
4,000
117
$387K 0.12%
1,112
-30
118
$385K 0.12%
3,791
+238
119
$378K 0.12%
2,252
-14
120
$377K 0.12%
1,447
121
$373K 0.12%
8,088
-50
122
$365K 0.11%
6,235
-40
123
$360K 0.11%
16,631
124
$359K 0.11%
2,120
-56
125
$354K 0.11%
3,042
+937
3 4
5
6 7