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
$388M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.71M
3
+$1.69M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.46M
5
SM icon
SM Energy
SM
+$1.12M

Top Sells

1
+$2.18M
2
+$1.24M
3
+$781K
4
PXD
Pioneer Natural Resource Co.
PXD
+$777K
5
WDAY icon
Workday
WDAY
+$690K

Sector Composition

1 Technology 25.95%
2 Healthcare 10.17%
3 Financials 9.61%
4 Communication Services 7.64%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$290K 0.07%
321
177
$289K 0.07%
+6,700
178
$288K 0.07%
5,820
-1,110
179
$276K 0.07%
1,397
-80
180
$274K 0.07%
5,183
+130
181
$273K 0.07%
7,018
-45
182
$271K 0.07%
6,141
183
$270K 0.07%
+6,200
184
$267K 0.07%
+7,400
185
$258K 0.07%
11,550
+429
186
$248K 0.06%
491
-20
187
$242K 0.06%
80,933
188
$238K 0.06%
+4,330
189
$237K 0.06%
4,181
-108
190
$237K 0.06%
1,046
191
$237K 0.06%
1,257
192
$233K 0.06%
+6,000
193
$226K 0.06%
2,325
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194
$225K 0.06%
+2,598
195
$224K 0.06%
14,452
-18
196
$222K 0.06%
+4,850
197
$221K 0.06%
+379
198
$220K 0.06%
+11,800
199
$218K 0.06%
6,500
200
$217K 0.06%
1,050
6 7
8
9 10