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
$244M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.18M
3
+$1.81M
4
PJT icon
PJT Partners
PJT
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.53M

Top Sells

1
+$1.78M
2
+$1.64M
3
+$1.38M
4
FIVN icon
FIVE9
FIVN
+$783K
5
AVGO icon
Broadcom
AVGO
+$610K

Sector Composition

1 Technology 21.06%
2 Healthcare 13.14%
3 Communication Services 7.93%
4 Consumer Staples 7.69%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.09%
+3,720
127
$218K 0.09%
690
128
$218K 0.09%
+1,645
129
$212K 0.09%
+2,590
130
$201K 0.08%
+3,160
131
$170K 0.07%
+13,766
132
$73K 0.03%
+2,347
133
– –
-2,164
134
– –
-13,603
135
– –
-44,896
136
– –
-5,510
137
– –
-1,688
2 3 4 5
6