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

Top Buys

1
+$3.56M
2
+$2.95M
3
+$2.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.53M
5
STZ icon
Constellation Brands
STZ
+$2.46M

Top Sells

1
+$5.03M
2
+$2.24M
3
+$2.24M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.97M
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
– –
-16,918
127
– –
-95,516
128
– –
-30,773
129
– –
-1,956
130
– –
-6,736
2 3 4 5
6