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
$342M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.17M
3
+$1.84M
4
TNET icon
TriNet
TNET
+$1.74M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.33M

Top Sells

1
+$3.77M
2
+$3.02M
3
+$2.26M
4
EOG icon
EOG Resources
EOG
+$1.99M
5
AVGO icon
Broadcom
AVGO
+$1.35M

Sector Composition

1 Technology 24.47%
2 Healthcare 11.04%
3 Financials 9.26%
4 Consumer Discretionary 8.46%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$598K 0.18%
7,770
102
$595K 0.17%
5,180
103
$584K 0.17%
1,212
-30
104
$580K 0.17%
8,567
+4,321
105
$565K 0.17%
2,245
106
$565K 0.17%
4,436
-20
107
$550K 0.16%
10,247
-2,453
108
$547K 0.16%
18,744
109
$546K 0.16%
5,803
110
$524K 0.15%
9,047
+3,931
111
$514K 0.15%
3,604
-62
112
$499K 0.15%
1,260
-140
113
$498K 0.15%
3,146
-182
114
$484K 0.14%
1,893
115
$479K 0.14%
3,700
116
$469K 0.14%
3,000
117
$465K 0.14%
1,269
+85
118
$463K 0.14%
3,031
-295
119
$462K 0.14%
5,154
-4,698
120
$459K 0.13%
1,091
+41
121
$448K 0.13%
984
+276
122
$446K 0.13%
+4,834
123
$443K 0.13%
765
124
$422K 0.12%
9,743
+660
125
$410K 0.12%
1,578
-4
3 4
5
6 7