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
$388M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.71M
3
+$1.69M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.46M
5
SM icon
SM Energy
SM
+$1.12M

Top Sells

1
+$2.18M
2
+$1.24M
3
+$781K
4
PXD
Pioneer Natural Resource Co.
PXD
+$777K
5
WDAY icon
Workday
WDAY
+$690K

Sector Composition

1 Technology 25.95%
2 Healthcare 10.17%
3 Financials 9.61%
4 Communication Services 7.64%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$523K 0.13%
+2,614
127
$510K 0.13%
9,987
-260
128
$507K 0.13%
4,436
129
$505K 0.13%
+7,000
130
$492K 0.13%
2,457
+950
131
$490K 0.13%
2,800
-3,600
132
$473K 0.12%
8,937
+2,776
133
$464K 0.12%
+2,174
134
$460K 0.12%
2,245
135
$460K 0.12%
984
136
$460K 0.12%
1,718
+140
137
$459K 0.12%
4,561
+611
138
$457K 0.12%
+7,589
139
$456K 0.12%
4,984
-170
140
$455K 0.12%
3,000
141
$454K 0.12%
2,922
+1,600
142
$442K 0.11%
4,805
-29
143
$440K 0.11%
1,082
-9
144
$437K 0.11%
+9,000
145
$434K 0.11%
10,200
146
$426K 0.11%
3,700
147
$419K 0.11%
1,873
-20
148
$415K 0.11%
+2,625
149
$412K 0.11%
2,847
-184
150
$411K 0.11%
+23,000
4 5
6
7 8