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
$107M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$990K
3
+$721K
4
KMI icon
Kinder Morgan
KMI
+$682K
5
WU icon
Western Union
WU
+$469K

Top Sells

1
+$2.09M
2
+$1.53M
3
+$581K
4
MSFT icon
Microsoft
MSFT
+$559K
5
TSCO icon
Tractor Supply
TSCO
+$498K

Sector Composition

1 Industrials 13.71%
2 Healthcare 13.5%
3 Technology 13.03%
4 Energy 10.6%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.83M 4.51%
43,363
+1,692
2
$4.16M 3.88%
78,948
+1,764
3
$3.63M 3.39%
73,328
+4,067
4
$3.58M 3.33%
175,082
-3,373
5
$3.52M 3.28%
183,652
-1,092
6
$3.45M 3.21%
27,775
+19
7
$3.02M 2.82%
49,813
-216
8
$2.8M 2.61%
58,859
-710
9
$2.79M 2.6%
29,764
-116
10
$2.72M 2.54%
46,225
+252
11
$2.69M 2.51%
20,323
+27
12
$2.63M 2.45%
37,383
-241
13
$2.57M 2.4%
+37,307
14
$2.55M 2.38%
31,109
-445
15
$2.33M 2.17%
149,310
+20,305
16
$2.24M 2.09%
7,115
+464
17
$2.21M 2.06%
42,926
+53
18
$2.2M 2.05%
53,766
-180
19
$2.19M 2.04%
18,220
-12,750
20
$2.12M 1.98%
32,749
-148
21
$2.06M 1.92%
31,340
-66
22
$1.99M 1.86%
42,728
-666
23
$1.98M 1.85%
77,787
+195
24
$1.81M 1.69%
22,096
-286
25
$1.79M 1.67%
16,814
-422
1
2 3 4