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
$541M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.61M
3
+$1.18M
4
EBAY icon
eBay
EBAY
+$845K
5
HIG icon
Hartford Financial Services
HIG
+$791K

Top Sells

1
+$2.55M
2
+$2.27M
3
+$1.94M
4
CLS icon
Celestica
CLS
+$1.38M
5
CVX icon
Chevron
CVX
+$1.32M

Sector Composition

1 Technology 27.08%
2 Financials 10.39%
3 Communication Services 8.52%
4 Healthcare 6.72%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$460K 0.09%
5,073
-134
152
$458K 0.08%
10,018
153
$457K 0.08%
14,622
154
$450K 0.08%
2,268
-25
155
$434K 0.08%
526
+32
156
$431K 0.08%
1,165
157
$430K 0.08%
4,724
158
$429K 0.08%
2,245
159
$428K 0.08%
1,878
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160
$420K 0.08%
3,200
161
$417K 0.08%
4,112
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162
$414K 0.08%
6,400
+1,550
163
$413K 0.08%
1,800
164
$412K 0.08%
1,370
165
$408K 0.08%
7,100
166
$403K 0.07%
4,310
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167
$394K 0.07%
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168
$392K 0.07%
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169
$391K 0.07%
560
170
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3,127
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171
$378K 0.07%
+1,780
172
$373K 0.07%
7,552
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173
$353K 0.07%
9,000
174
$345K 0.06%
1,328
175
$341K 0.06%
5,420
-67
5 6
7
8 9