WCA

Westover Capital Advisors Portfolio holdings

AUM $500M
1-Year Est. Return 29.03%
This Quarter Est. Return
1 Year Est. Return
+29.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$3.53M
3
+$3.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.07M
5
GLD icon
SPDR Gold Trust
GLD
+$2.98M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.64%
2 Technology 12.16%
3 Healthcare 10.81%
4 Energy 9.91%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.3M 5.2%
+48,363
2
$3.53M 3.47%
+31,784
3
$3.1M 3.04%
+58,717
4
$3.07M 3.02%
+36,299
5
$2.98M 2.93%
+25,022
6
$2.96M 2.9%
+56,294
7
$2.93M 2.87%
+206,780
8
$2.89M 2.84%
+47,777
9
$2.85M 2.8%
+36,946
10
$2.76M 2.71%
+73,724
11
$2.75M 2.7%
+184,160
12
$2.55M 2.5%
+34,845
13
$2.47M 2.42%
+25,024
14
$2.46M 2.41%
+53,344
15
$2.38M 2.34%
+57,132
16
$2.38M 2.34%
+41,549
17
$2.36M 2.32%
+28,646
18
$2.35M 2.31%
+152,068
19
$2.31M 2.27%
+93,015
20
$2.13M 2.09%
+51,546
21
$2.08M 2.05%
+177,340
22
$2.02M 1.98%
+65,714
23
$1.97M 1.93%
+7,673
24
$1.97M 1.93%
+50,696
25
$1.86M 1.83%
+45,286
1
2 3