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
$541M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.61M
3
+$1.18M
4
EBAY icon
eBay
EBAY
+$845K
5
HIG icon
Hartford Financial Services
HIG
+$791K

Top Sells

1
+$2.55M
2
+$2.27M
3
+$1.94M
4
CLS icon
Celestica
CLS
+$1.38M
5
CVX icon
Chevron
CVX
+$1.32M

Sector Composition

1 Technology 27.08%
2 Financials 10.39%
3 Communication Services 8.52%
4 Healthcare 6.72%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$336K 0.06%
4,200
177
$335K 0.06%
442
-37
178
$335K 0.06%
12,733
+6
179
$334K 0.06%
6,185
180
$329K 0.06%
19,200
181
$320K 0.06%
1,000
182
$317K 0.06%
1,905
183
$312K 0.06%
+1,263
184
$306K 0.06%
2,275
185
$303K 0.06%
7,700
186
$300K 0.06%
80,933
+12,400
187
$299K 0.06%
7,300
188
$294K 0.05%
1,120
189
$292K 0.05%
378
190
$287K 0.05%
+3,409
191
$287K 0.05%
+4,700
192
$283K 0.05%
4,137
193
$282K 0.05%
4,176
-20
194
$280K 0.05%
4,500
195
$268K 0.05%
9,472
196
$263K 0.05%
+3,292
197
$259K 0.05%
1,959
198
$255K 0.05%
1,800
199
$254K 0.05%
1,998
-9,655
200
$252K 0.05%
5,630
6 7
8
9 10