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
$203M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$1.83M
3
+$1.41M
4
DIS icon
Walt Disney
DIS
+$1.1M
5
SHW icon
Sherwin-Williams
SHW
+$1.07M

Top Sells

1
+$8.58M
2
+$2.11M
3
+$1.64M
4
LUV icon
Southwest Airlines
LUV
+$1.12M
5
MOS icon
The Mosaic Company
MOS
+$855K

Sector Composition

1 Technology 16.74%
2 Healthcare 11.37%
3 Financials 10.03%
4 Communication Services 7.95%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,093
152
– –
-1,993
153
– –
-32,242
3 4 5 6
7