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
$450M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$7.84M
3
+$3.89M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.59M
5
EHC icon
Encompass Health
EHC
+$3.37M

Top Sells

1
+$5.54M
2
+$2.96M
3
+$2.93M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.6M
5
ACGL icon
Arch Capital
ACGL
+$2.33M

Sector Composition

1 Technology 22.78%
2 Financials 10.13%
3 Healthcare 8.59%
4 Communication Services 7.71%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$348K 0.08%
+1,314
177
$346K 0.08%
3,099
+154
178
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1,130
+25
179
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180
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181
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182
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183
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184
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185
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6,185
186
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1,879
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187
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188
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189
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190
$310K 0.07%
13,116
+1,642
191
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2,572
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193
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195
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197
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198
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2,623
199
$274K 0.06%
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200
$274K 0.06%
+7,522
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