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
$291M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.25M
3
+$2.4M
4
GD icon
General Dynamics
GD
+$2.35M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.36M

Top Sells

1
+$2.78M
2
+$2.53M
3
+$2.43M
4
D icon
Dominion Energy
D
+$1.61M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.35M

Sector Composition

1 Technology 20.03%
2 Healthcare 11.01%
3 Communication Services 8.6%
4 Financials 8.19%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$325K 0.11%
1,574
+52
127
$320K 0.11%
+6,127
128
$318K 0.11%
2,614
-470
129
$312K 0.11%
1,935
130
$311K 0.11%
4,000
131
$311K 0.11%
8,581
-1,316
132
$311K 0.11%
7,100
-16
133
$301K 0.1%
+2,618
134
$299K 0.1%
6,000
135
$291K 0.1%
2,147
-2,059
136
$279K 0.1%
1,900
+102
137
$273K 0.09%
1,248
-8
138
$271K 0.09%
+1,634
139
$269K 0.09%
6,200
140
$267K 0.09%
3,387
-181
141
$266K 0.09%
1,516
+58
142
$266K 0.09%
+1,691
143
$263K 0.09%
10,827
+363
144
$261K 0.09%
6,000
145
$261K 0.09%
1,623
-140
146
$260K 0.09%
+5,403
147
$257K 0.09%
1,645
148
$253K 0.09%
+6,983
149
$251K 0.09%
+1,832
150
$248K 0.09%
1,365
-2
4 5
6
7 8