WCA

Westover Capital Advisors Portfolio holdings

AUM $549M
1-Year Est. Return 33.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.61M
3
+$951K
4
KO icon
Coca-Cola
KO
+$729K
5
LEN icon
Lennar Class A
LEN
+$535K

Top Sells

1
+$2.19M
2
+$1.27M
3
+$1.27M
4
CSCO icon
Cisco
CSCO
+$865K
5
TMO icon
Thermo Fisher Scientific
TMO
+$848K

Sector Composition

1 Technology 18.05%
2 Healthcare 11.36%
3 Financials 10.04%
4 Communication Services 7.89%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-8,090
152
– –
-4,583
3 4 5 6
7