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
$253M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.03M
3
+$1.87M
4
FTNT icon
Fortinet
FTNT
+$1.32M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.3M

Top Sells

1
+$4.05M
2
+$2.87M
3
+$2.67M
4
TFC icon
Truist Financial
TFC
+$2.58M
5
DIS icon
Walt Disney
DIS
+$1.91M

Sector Composition

1 Technology 19.45%
2 Healthcare 13.22%
3 Financials 7.84%
4 Consumer Discretionary 7.31%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.14%
5,127
+726
102
$365K 0.14%
3,308
-1,104
103
$361K 0.14%
3,100
104
$352K 0.14%
3,000
105
$350K 0.14%
4,700
106
$350K 0.14%
719
107
$349K 0.14%
80,933
108
$348K 0.14%
5,121
-170
109
$340K 0.13%
4,000
110
$336K 0.13%
10,200
111
$329K 0.13%
1,400
112
$325K 0.13%
2,700
113
$325K 0.13%
1,051
+72
114
$325K 0.13%
1,698
-1,300
115
$319K 0.13%
3,100
-430
116
$317K 0.13%
4,991
117
$314K 0.12%
1,900
-110
118
$307K 0.12%
2,245
119
$305K 0.12%
930
-9
120
$299K 0.12%
25,752
-382
121
$296K 0.12%
4,368
122
$293K 0.12%
4,328
+21
123
$291K 0.12%
+8,345
124
$291K 0.12%
1,403
-817
125
$288K 0.11%
+3,043
3 4
5
6 7