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
$276M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$2.55M
3
+$2.05M
4
CYBR icon
CyberArk
CYBR
+$1.04M
5
JPM icon
JPMorgan Chase
JPM
+$676K

Top Sells

1
+$4.65M
2
+$1.22M
3
+$1.21M
4
FTNT icon
Fortinet
FTNT
+$978K
5
CTVA icon
Corteva
CTVA
+$741K

Sector Composition

1 Technology 24.14%
2 Healthcare 11.92%
3 Financials 8.69%
4 Consumer Discretionary 8.23%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$495K 0.18%
5,180
-26
102
$490K 0.18%
3,146
-170
103
$486K 0.18%
8,276
-16,675
104
$481K 0.17%
+15,711
105
$469K 0.17%
3,100
106
$466K 0.17%
5,700
107
$465K 0.17%
765
108
$428K 0.15%
3,430
-43
109
$427K 0.15%
4,762
+1,162
110
$417K 0.15%
+24,523
111
$404K 0.15%
2,245
112
$397K 0.14%
4,368
113
$383K 0.14%
11,541
114
$382K 0.14%
1,893
-82
115
$375K 0.14%
3,692
-63
116
$368K 0.13%
1,050
117
$367K 0.13%
9,719
-587
118
$367K 0.13%
3,123
119
$362K 0.13%
1,447
120
$362K 0.13%
80,933
121
$359K 0.13%
950
122
$358K 0.13%
904
-33
123
$358K 0.13%
+8,064
124
$357K 0.13%
7,770
125
$356K 0.13%
+11,436
3 4
5
6 7