WCA
Westover Capital Advisors Portfolio holdings
AUM
$500M
1-Year Return
29.03%
This Quarter Return
+0.49%
1 Year Return
+29.03%
3 Year Return
+105.58%
5 Year Return
+171.37%
10 Year Return
+410.24%
AUM
$184M
AUM Growth
+$1.66M
(+0.91%)
Cap. Flow
+$2.47M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
30.43%
Holding
128
New
14
Increased
34
Reduced
50
Closed
21
Top Buys
| 1 |
Credicorp
BAP
|
+$2.63M |
| 2 |
Estee Lauder
EL
|
+$2.56M |
| 3 |
CHL
China Mobile Limited
CHL
|
+$2.49M |
| 4 |
American Tower
AMT
|
+$1.89M |
| 5 |
Pultegroup
PHM
|
+$1.77M |
Top Sells
| 1 |
AT&T
T
|
+$3.32M |
| 2 |
Citigroup
C
|
+$2.36M |
| 3 |
Sanofi
SNY
|
+$1.92M |
| 4 |
CELG
Celgene Corp
CELG
|
+$1.87M |
| 5 |
Expedia Group
EXPE
|
+$1.77M |
Sector Composition
| 1 | Technology | 12.71% |
| 2 | Consumer Discretionary | 11.07% |
| 3 | Financials | 10.58% |
| 4 | Healthcare | 9.51% |
| 5 | Industrials | 7.95% |