WCA
Westover Capital Advisors Portfolio holdings
AUM
$500M
1-Year Return
29.03%
This Quarter Return
+21.57%
1 Year Return
+29.03%
3 Year Return
+105.58%
5 Year Return
+171.37%
10 Year Return
+410.24%
AUM
$213M
AUM Growth
+$28.5M
(+15%)
Cap. Flow
-$4.52M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
34.74%
Holding
126
New
14
Increased
26
Reduced
58
Closed
17
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$6.57M |
| 2 |
Dominion Energy
D
|
$3.56M |
| 3 |
ConocoPhillips
COP
|
$2.28M |
| 4 |
United Parcel Service
UPS
|
$1.95M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.72M |
Top Sells
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$6.38M |
| 2 |
Duke Energy
DUK
|
$3.09M |
| 3 |
ProShares UltraShort S&P500
SDS
|
$2.58M |
| 4 |
TC Energy
TRP
|
$1.99M |
| 5 |
Chevron
CVX
|
$1.88M |
Sector Composition
| 1 | Technology | 21.69% |
| 2 | Healthcare | 13.59% |
| 3 | Communication Services | 7.96% |
| 4 | Consumer Staples | 7.72% |
| 5 | Financials | 7.2% |