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
$342M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.17M
3
+$1.84M
4
TNET icon
TriNet
TNET
+$1.74M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.33M

Top Sells

1
+$3.77M
2
+$3.02M
3
+$2.26M
4
EOG icon
EOG Resources
EOG
+$1.99M
5
AVGO icon
Broadcom
AVGO
+$1.35M

Sector Composition

1 Technology 24.47%
2 Healthcare 11.04%
3 Financials 9.26%
4 Consumer Discretionary 8.46%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$410K 0.12%
+14,479
127
$407K 0.12%
+3,950
128
$401K 0.12%
5,001
129
$397K 0.12%
10,200
130
$380K 0.11%
1,843
131
$379K 0.11%
80,933
132
$366K 0.11%
+2,067
133
$364K 0.11%
5,779
134
$363K 0.11%
3,200
135
$363K 0.11%
+6,264
136
$362K 0.11%
3,117
137
$348K 0.1%
6,930
-4
138
$345K 0.1%
1,800
139
$333K 0.1%
+6,161
140
$332K 0.1%
1,460
141
$327K 0.1%
321
142
$308K 0.09%
320
143
$296K 0.09%
2,601
-15
144
$292K 0.09%
5,536
+318
145
$290K 0.08%
4,000
146
$284K 0.08%
1,050
147
$284K 0.08%
6,295
-346
148
$284K 0.08%
511
-3
149
$283K 0.08%
1,860
150
$279K 0.08%
+1,507
4 5
6
7 8