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
$342M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.17M
3
+$1.84M
4
TNET icon
TriNet
TNET
+$1.74M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.33M

Top Sells

1
+$3.77M
2
+$3.02M
3
+$2.26M
4
EOG icon
EOG Resources
EOG
+$1.99M
5
AVGO icon
Broadcom
AVGO
+$1.35M

Sector Composition

1 Technology 24.47%
2 Healthcare 11.04%
3 Financials 9.26%
4 Consumer Discretionary 8.46%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$275K 0.08%
7,063
152
$275K 0.08%
1,700
153
$272K 0.08%
+2,810
154
$271K 0.08%
8,785
-2,100
155
$267K 0.08%
5,053
+446
156
$267K 0.08%
+2,287
157
$266K 0.08%
882
+94
158
$260K 0.08%
1,477
+30
159
$257K 0.08%
+1,046
160
$256K 0.07%
6,806
-2,269
161
$250K 0.07%
11,121
+1,344
162
$248K 0.07%
4,289
+337
163
$232K 0.07%
1,257
164
$231K 0.07%
14,470
-70,106
165
$231K 0.07%
+5,220
166
$230K 0.07%
+1,641
167
$224K 0.07%
+6,500
168
$222K 0.07%
6,000
-510
169
$222K 0.06%
1,015
170
$220K 0.06%
+1,140
171
$217K 0.06%
+904
172
$214K 0.06%
1,322
173
$213K 0.06%
+4,200
174
$213K 0.06%
6,141
175
$208K 0.06%
+1,282
4 5 6
7
8