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
$182M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.95M
3
+$2.71M
4
STZ icon
Constellation Brands
STZ
+$2.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.6M

Top Sells

1
+$5.03M
2
+$2.29M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.99M
5
MO icon
Altria Group
MO
+$1.95M

Sector Composition

1 Technology 12.05%
2 Healthcare 11.3%
3 Consumer Discretionary 10.91%
4 Financials 10.46%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-20,058
127
– –
-4,753
128
– –
-4,112
129
– –
-2,799
130
– –
-7,079
2 3 4 5
6