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
$320M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.54M
3
+$1.11M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
MYRG icon
MYR Group
MYRG
+$858K

Top Sells

1
+$2.19M
2
+$833K
3
+$682K
4
LOVE icon
LoveSac
LOVE
+$473K
5
LUV icon
Southwest Airlines
LUV
+$417K

Sector Composition

1 Technology 21.26%
2 Healthcare 11.26%
3 Communication Services 8.68%
4 Financials 8.24%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-9,428
177
– –
-4,926
178
– –
-2,347
179
– –
-6,218
180
– –
-13,754
181
– –
-7,975
182
– –
-669
183
– –
-5,932
184
– –
-7,847
185
– –
-2,174
186
– –
-3,800
187
– –
-1,646
188
– –
-4,400
189
– –
-2,586
190
– –
-18,291
191
– –
-5,600
4 5 6 7
8