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
$288M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$4.65M
3
+$2.03M
4
SCHW icon
Charles Schwab
SCHW
+$1.86M
5
ENSG icon
The Ensign Group
ENSG
+$1.69M

Top Sells

1
+$8.04M
2
+$7.63M
3
+$3.05M
4
CTVA icon
Corteva
CTVA
+$2.18M
5
CVS icon
CVS Health
CVS
+$2.12M

Sector Composition

1 Technology 25.92%
2 Healthcare 12.52%
3 Financials 8.82%
4 Consumer Discretionary 7.88%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-362,836
187
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4 5 6 7
8