WCA

Westover Capital Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 37.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.61M
3
+$1.18M
4
EBAY icon
eBay
EBAY
+$845K
5
HIG icon
Hartford Financial Services
HIG
+$791K

Top Sells

1
+$2.55M
2
+$2.27M
3
+$1.94M
4
CLS icon
Celestica
CLS
+$1.38M
5
CVX icon
Chevron
CVX
+$1.32M

Sector Composition

1 Technology 27.08%
2 Financials 10.39%
3 Communication Services 8.52%
4 Healthcare 6.72%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$952K 0.18%
1,674
+470
102
$952K 0.18%
9,535
103
$943K 0.17%
3,104
-27
104
$919K 0.17%
41,675
+2,385
105
$915K 0.17%
6,213
-100
106
$890K 0.16%
17,258
-130
107
$889K 0.16%
17,800
108
$869K 0.16%
+9,552
109
$859K 0.16%
10,247
+1,200
110
$800K 0.15%
2,431
-4
111
$795K 0.15%
+14,026
112
$783K 0.14%
4,000
113
$749K 0.14%
2,874
-941
114
$747K 0.14%
6,999
115
$746K 0.14%
2,160
-297
116
$744K 0.14%
4,743
+481
117
$716K 0.13%
1,164
118
$714K 0.13%
2,295
119
$710K 0.13%
5,095
-60
120
$694K 0.13%
+388
121
$692K 0.13%
5,194
-60
122
$673K 0.12%
6,514
-286
123
$663K 0.12%
2,350
-80
124
$649K 0.12%
10,239
125
$643K 0.12%
1,303
-1,194
3 4
5
6 7