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
$160M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.06M
3
+$3.05M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$2.57M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.5M

Top Sells

1
+$3.3M
2
+$2.77M
3
+$2.63M
4
CRS icon
Carpenter Technology
CRS
+$2.5M
5
NFLX icon
Netflix
NFLX
+$2.4M

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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