We are live on ! Find out more
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
$342M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.84M
3
+$1.78M
4
TNET icon
TriNet
TNET
+$1.6M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.32M

Top Sells

1
+$3.36M
2
+$3.02M
3
+$2.31M
4
EOG icon
EOG Resources
EOG
+$1.81M
5
AVGO icon
Broadcom
AVGO
+$1.27M

Sector Composition

1 Technology 24.47%
2 Healthcare 11.04%
3 Financials 9.26%
4 Consumer Discretionary 8.46%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$207K 0.06%
+1,147
177
$206K 0.06%
+2,290
178
$203K 0.06%
7,306
-2,675
179
$203K 0.06%
+2,800
180
$199K 0.06%
+457
181
$195K 0.06%
+2,000
182
$195K 0.06%
7,040
-1,490
183
– –
-3,825
184
– –
-5,963
185
– –
-5,012
186
– –
-6,226
187
– –
-28,035
188
– –
-3,818
189
– –
-3,000
190
– –
-10,483
191
– –
-972
192
– –
-75,643
193
– –
-171,110
194
– –
-3,902
195
– –
-8,347
196
– –
-3,779
197
– –
-4,719
198
– –
-2,357
199
– –
-2,699
4 5 6 7
8