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
$271M
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.42M
3
+$3.25M
4
NEE icon
NextEra Energy
NEE
+$3.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.27M

Top Sells

1
+$5.93M
2
+$5.54M
3
+$2.04M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.64M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.62M

Sector Composition

1 Technology 19.41%
2 Healthcare 11.47%
3 Financials 8.24%
4 Industrials 6.29%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
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