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
$119M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.72M
3
+$1.47M
4
TEX icon
Terex
TEX
+$1.3M
5
BX icon
Blackstone
BX
+$1.17M

Top Sells

1
+$1.53M
2
+$1.18M
3
+$1.13M
4
ABBV icon
AbbVie
ABBV
+$1.07M
5
AFL icon
Aflac
AFL
+$1.02M

Sector Composition

1 Industrials 13.75%
2 Healthcare 12.45%
3 Technology 11.9%
4 Financials 10.43%
5 Energy 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.02M 4.23%
43,519
+156
2
$4.66M 3.93%
88,132
+9,184
3
$4.26M 3.59%
183,304
-348
4
$4.14M 3.49%
79,186
+5,858
5
$3.9M 3.29%
82,698
+23,839
6
$3.62M 3.05%
28,742
+967
7
$3.17M 2.68%
37,000
-383
8
$3M 2.53%
42,271
-3,954
9
$2.9M 2.45%
48,464
+11,157
10
$2.85M 2.41%
28,585
-1,179
11
$2.85M 2.4%
49,408
-405
12
$2.81M 2.37%
124,772
-50,310
13
$2.81M 2.37%
31,206
+97
14
$2.68M 2.26%
55,869
+13,141
15
$2.68M 2.26%
154,347
+125,677
16
$2.65M 2.24%
153,961
+4,651
17
$2.43M 2.05%
33,490
+6,781
18
$2.31M 1.95%
70,895
+45,325
19
$2.29M 1.93%
7,159
+44
20
$2.12M 1.79%
85,898
+12,682
21
$2.09M 1.76%
28,894
-2,446
22
$1.89M 1.59%
16,944
+130
23
$1.85M 1.56%
15,675
-2,545
24
$1.8M 1.52%
41,848
-464
25
$1.75M 1.48%
43,299
-10,467
1
2 3 4