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
$278M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.25M
3
+$1.52M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$869K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$781K

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.01M
4
JPM icon
JPMorgan Chase
JPM
+$972K
5
LMT icon
Lockheed Martin
LMT
+$798K

Sector Composition

1 Technology 21.83%
2 Healthcare 11.91%
3 Communication Services 8.89%
4 Financials 7.36%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$126K 0.05%
2,347
152
– –
-1,378
153
– –
-44,918
154
– –
-3,720
155
– –
-3,160
156
– –
-7,699
157
– –
-2,998
3 4 5 6
7