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
$276M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$2.55M
3
+$2.05M
4
CYBR icon
CyberArk
CYBR
+$1.04M
5
JPM icon
JPMorgan Chase
JPM
+$676K

Top Sells

1
+$4.65M
2
+$1.22M
3
+$1.21M
4
FTNT icon
Fortinet
FTNT
+$978K
5
CTVA icon
Corteva
CTVA
+$741K

Sector Composition

1 Technology 24.14%
2 Healthcare 11.92%
3 Financials 8.69%
4 Consumer Discretionary 8.23%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$344K 0.12%
10,200
127
$342K 0.12%
1,608
-4
128
$341K 0.12%
1,790
-110
129
$338K 0.12%
7,742
-30
130
$333K 0.12%
+108
131
$324K 0.12%
3,000
132
$323K 0.12%
1,184
133
$317K 0.11%
+5,001
134
$316K 0.11%
10,282
-14,647
135
$309K 0.11%
3,200
136
$293K 0.11%
3,534
137
$293K 0.11%
2,700
138
$289K 0.1%
4,261
-50
139
$288K 0.1%
8,234
-570
140
$282K 0.1%
3,760
141
$281K 0.1%
3,473
-1,672
142
$275K 0.1%
+6,115
143
$274K 0.1%
6,316
+1,283
144
$274K 0.1%
3,700
145
$271K 0.1%
6,588
146
$267K 0.1%
+5,354
147
$263K 0.1%
644
-11
148
$263K 0.1%
320
149
$263K 0.1%
5,341
-202
150
$260K 0.09%
1,700
4 5
6
7 8