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
$184M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$2.56M
3 +$2.49M
4
AMT icon
American Tower
AMT
+$1.89M
5
PHM icon
Pultegroup
PHM
+$1.77M

Top Sells

1 +$3.32M
2 +$2.36M
3 +$1.92M
4
CELG
Celgene Corp
CELG
+$1.87M
5
EXPE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,280
127
-17,912