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
$320M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.34M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
MYRG icon
MYR Group
MYRG
+$868K

Top Sells

1
+$2.22M
2
+$790K
3
+$682K
4
LOVE icon
LoveSac
LOVE
+$473K
5
LUV icon
Southwest Airlines
LUV
+$417K

Sector Composition

1 Technology 21.26%
2 Healthcare 11.26%
3 Communication Services 8.6%
4 Financials 8.24%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.11%
852
127
$337K 0.11%
+1,406
128
$336K 0.11%
2,400
+71
129
$329K 0.1%
5,410
+985
130
$328K 0.1%
1,691
131
$324K 0.1%
1,475
-1,747
132
$324K 0.1%
1,460
-110
133
$319K 0.1%
12,879
-237
134
$319K 0.1%
2,078
-4
135
$308K 0.1%
6,000
136
$307K 0.1%
2,300
+500
137
$306K 0.1%
3,515
-9
138
$302K 0.09%
+3,517
139
$302K 0.09%
1,248
140
$299K 0.09%
4,979
+226
141
$299K 0.09%
1,981
-1,455
142
$293K 0.09%
1,669
+2
143
$292K 0.09%
1,494
144
$292K 0.09%
1,645
145
$291K 0.09%
6,835
-257
146
$282K 0.09%
4,150
-4,137
147
$280K 0.09%
+118
148
$275K 0.09%
1,766
-66
149
$269K 0.08%
6,200
150
$265K 0.08%
10,200
4 5
6
7 8