WCA

Westover Capital Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 33.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.23M
3
+$2.22M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.15M
5
CVX icon
Chevron
CVX
+$2.01M

Top Sells

1
+$9M
2
+$4.27M
3
+$2.55M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.21M
5
EOG icon
EOG Resources
EOG
+$1.86M

Sector Composition

1 Technology 26.19%
2 Financials 10.17%
3 Communication Services 8.03%
4 Consumer Discretionary 6.73%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$917K 0.18%
17,800
102
$915K 0.18%
3,131
-26
103
$896K 0.18%
9,535
-60
104
$856K 0.17%
57,452
+6,224
105
$855K 0.17%
9,371
-54
106
$844K 0.17%
2,576
-1,865
107
$830K 0.17%
6,313
-90
108
$826K 0.17%
2,717
-4
109
$823K 0.16%
17,388
-140
110
$818K 0.16%
39,290
-261
111
$808K 0.16%
2,295
112
$786K 0.16%
2,435
-1
113
$779K 0.16%
8,000
114
$767K 0.15%
2,457
-3,944
115
$760K 0.15%
14,460
116
$745K 0.15%
5,254
-9,529
117
$744K 0.15%
6,999
-508
118
$739K 0.15%
6,989
-2,143
119
$725K 0.14%
9,047
120
$716K 0.14%
4,262
+1,837
121
$707K 0.14%
2,593
-1,799
122
$700K 0.14%
6,800
-880
123
$693K 0.14%
4,000
124
$678K 0.14%
2,430
-17
125
$677K 0.14%
1,204
3 4
5
6 7