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
$344M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.77M
3
+$1.39M
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$679K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$647K

Top Sells

1
+$3.76M
2
+$2M
3
+$1.22M
4
AAPL icon
Apple
AAPL
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$966K

Sector Composition

1 Technology 22.41%
2 Healthcare 10.96%
3 Communication Services 7.8%
4 Financials 7.54%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
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