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
$270M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$5.25M
3
+$3.67M
4
INGR icon
Ingredion
INGR
+$3.43M
5
SCHW icon
Charles Schwab
SCHW
+$3.03M

Top Sells

1
+$12M
2
+$3.98M
3
+$2.99M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.59M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.98M

Sector Composition

1 Technology 23.02%
2 Healthcare 12.57%
3 Financials 8.47%
4 Consumer Discretionary 7.69%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$470K 0.17%
1,943
-148
102
$467K 0.17%
4,615
-19
103
$464K 0.17%
+9,901
104
$447K 0.17%
10,670
-6
105
$434K 0.16%
765
106
$423K 0.16%
80,933
107
$418K 0.15%
11,115
108
$418K 0.15%
3,100
109
$413K 0.15%
3,560
-17
110
$406K 0.15%
+1,877
111
$383K 0.14%
2,700
112
$368K 0.14%
+8,584
113
$365K 0.14%
5,051
-70
114
$364K 0.13%
3,317
+9
115
$362K 0.13%
3,789
+746
116
$356K 0.13%
+5,754
117
$352K 0.13%
2,219
-84
118
$351K 0.13%
4,700
119
$351K 0.13%
+7,772
120
$348K 0.13%
4,368
121
$340K 0.13%
719
122
$336K 0.12%
3,000
123
$328K 0.12%
1,608
-90
124
$325K 0.12%
1,051
125
$324K 0.12%
25,752
3 4
5
6 7