WCA

Westover Capital Advisors Portfolio holdings

AUM $541M
1-Year Est. Return 36.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.21M
3
+$2.58M
4
NFLX icon
Netflix
NFLX
+$1.61M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.39M

Top Sells

1
+$2.37M
2
+$2.19M
3
+$1.88M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.21M

Sector Composition

1 Technology 19.11%
2 Healthcare 11.58%
3 Financials 7.98%
4 Consumer Discretionary 7.29%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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