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
$170M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.8M
3
+$1.96M
4
NOW icon
ServiceNow
NOW
+$1.8M
5
MFC icon
Manulife Financial
MFC
+$1.63M

Top Sells

1
+$2.72M
2
+$1.95M
3
+$1.83M
4
GE icon
GE Aerospace
GE
+$1.83M
5
GLW icon
Corning
GLW
+$1.08M

Sector Composition

1 Healthcare 12.34%
2 Technology 12.09%
3 Financials 10.85%
4 Consumer Discretionary 9.87%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-11,203
127
– –
-19,648
128
– –
-11,399
129
– –
-5,291
130
– –
-4,552
131
– –
-3,190
2 3 4 5
6