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
$278M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.25M
3
+$1.65M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$875K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$776K

Top Sells

1
+$1.67M
2
+$1.48M
3
+$1.15M
4
JPM icon
JPMorgan Chase
JPM
+$1.1M
5
LMT icon
Lockheed Martin
LMT
+$770K

Sector Composition

1 Technology 21.83%
2 Healthcare 11.91%
3 Communication Services 8.89%
4 Financials 7.36%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.1%
6,200
127
$274K 0.1%
+4,000
128
$273K 0.1%
+1,367
129
$269K 0.1%
+6,000
130
$256K 0.09%
+3,000
131
$254K 0.09%
1,645
132
$254K 0.09%
1,798
+73
133
$253K 0.09%
2,187
134
$237K 0.09%
+5,600
135
$230K 0.08%
4,610
-452
136
$229K 0.08%
+1,497
137
$225K 0.08%
+2,074
138
$224K 0.08%
+10,464
139
$224K 0.08%
+4,400
140
$223K 0.08%
+1,800
141
$222K 0.08%
+617
142
$220K 0.08%
+1,256
143
$217K 0.08%
+1,458
144
$216K 0.08%
+6,000
145
$214K 0.08%
+2,917
146
$210K 0.08%
690
147
$206K 0.07%
+852
148
$205K 0.07%
+10,200
149
$204K 0.07%
2,090
-500
150
$161K 0.06%
11,772
-1,994
3 4 5
6
7