WCA

Westover Capital Advisors Portfolio holdings

AUM $541M
1-Year Est. Return 36.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.89M
3
+$2.59M
4
GS icon
Goldman Sachs
GS
+$2.53M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.52M

Top Sells

1
+$3.28M
2
+$2.77M
3
+$2.63M
4
CRS icon
Carpenter Technology
CRS
+$2.5M
5
EL icon
Estee Lauder
EL
+$2.29M

Sector Composition

1 Technology 15.56%
2 Healthcare 12.78%
3 Financials 8.02%
4 Consumer Discretionary 7.57%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
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