WCA

Westover Capital Advisors Portfolio holdings

AUM $500M
1-Year Est. Return 29.03%
This Quarter Est. Return
1 Year Est. Return
+29.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.8M
3
+$2.58M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
ADPT icon
Adaptive Biotechnologies
ADPT
+$1.5M

Top Sells

1
+$6.23M
2
+$4.88M
3
+$2.73M
4
PANW icon
Palo Alto Networks
PANW
+$2.14M
5
GM icon
General Motors
GM
+$1.99M

Sector Composition

1 Technology 18.2%
2 Healthcare 12.72%
3 Financials 8.23%
4 Consumer Staples 8.15%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
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