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
$288M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$4.65M
3
+$2.03M
4
SCHW icon
Charles Schwab
SCHW
+$1.86M
5
ENSG icon
The Ensign Group
ENSG
+$1.69M

Top Sells

1
+$8.04M
2
+$7.63M
3
+$3.05M
4
CTVA icon
Corteva
CTVA
+$2.18M
5
CVS icon
CVS Health
CVS
+$2.12M

Sector Composition

1 Technology 25.92%
2 Healthcare 12.52%
3 Financials 8.82%
4 Consumer Discretionary 7.88%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$342K 0.12%
5,419
-335
127
$340K 0.12%
4,125
-926
128
$336K 0.12%
765
129
$335K 0.12%
+7,770
130
$335K 0.12%
3,123
-194
131
$333K 0.12%
10,200
132
$320K 0.11%
8,804
+800
133
$309K 0.11%
4,311
-17
134
$304K 0.11%
12,917
+4,019
135
$303K 0.11%
1,832
-387
136
$302K 0.1%
655
-64
137
$301K 0.1%
4,991
138
$299K 0.1%
3,534
-3,570
139
$299K 0.1%
1,700
140
$294K 0.1%
+8,624
141
$293K 0.1%
+3,700
142
$291K 0.1%
6,588
-133
143
$291K 0.1%
1,184
+1
144
$290K 0.1%
+3,760
145
$289K 0.1%
+3,200
146
$277K 0.1%
3,600
147
$276K 0.1%
1,800
148
$267K 0.09%
+2,694
149
$267K 0.09%
2,445
-2,170
150
$264K 0.09%
+5,543
4 5
6
7 8