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
$270M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$5.25M
3
+$3.67M
4
INGR icon
Ingredion
INGR
+$3.43M
5
SCHW icon
Charles Schwab
SCHW
+$3.03M

Top Sells

1
+$12M
2
+$3.98M
3
+$2.99M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.59M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.98M

Sector Composition

1 Technology 23.02%
2 Healthcare 12.57%
3 Financials 8.47%
4 Consumer Discretionary 7.69%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$320K 0.12%
+2,370
127
$318K 0.12%
2,245
128
$317K 0.12%
8,345
129
$316K 0.12%
1,900
130
$310K 0.11%
4,991
131
$308K 0.11%
2,422
+922
132
$305K 0.11%
1,495
-6,062
133
$305K 0.11%
10,200
134
$300K 0.11%
4,328
135
$299K 0.11%
+8,004
136
$278K 0.1%
930
137
$271K 0.1%
3,906
138
$271K 0.1%
1,183
139
$265K 0.1%
6,721
-45
140
$263K 0.1%
320
141
$262K 0.1%
1,700
142
$262K 0.1%
861
-2
143
$246K 0.09%
3,100
144
$245K 0.09%
+4,467
145
$243K 0.09%
1,800
146
$241K 0.09%
1,460
147
$239K 0.09%
3,000
148
$234K 0.09%
506
149
$233K 0.09%
1,181
150
$228K 0.08%
+891
3 4 5
6
7