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WCA

Westover Capital Advisors Portfolio holdings

AUM $543M
1-Year Est. Return 37.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1 +$8.38M
2 +$5.17M
3 +$4.23M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.64M
5
INGR icon
Ingredion
INGR
+$3.37M

Sector Composition

1 Technology 23.02%
2 Healthcare 12.57%
3 Financials 8.47%
4 Consumer Discretionary 7.69%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$227K 0.08%
3,600
152
$222K 0.08%
5,900
153
$216K 0.08%
+4,140
154
$212K 0.08%
+6,000
155
$211K 0.08%
3,856
-112
156
$207K 0.08%
+8,898
157
$148K 0.05%
+11,800
158
-3,100
159
-9,900
160
-101,783
161
-9,474
162
-134,215
163
-5,127
164
-42,107
165
-93,090
166
-85,298
167
-5,044
168
-19,600