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
$123M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.69M
3
+$1.53M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.52M
5
CAG icon
Conagra Brands
CAG
+$958K

Top Sells

1
+$1.57M
2
+$1.17M
3
+$1.07M
4
UNH icon
UnitedHealth
UNH
+$1.06M
5
NOV icon
NOV
NOV
+$970K

Sector Composition

1 Industrials 13.33%
2 Healthcare 12.71%
3 Technology 12%
4 Financials 10.2%
5 Energy 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.89M 3.99%
43,376
-143
2
$4.79M 3.91%
83,692
+994
3
$4.64M 3.78%
88,180
+48
4
$4.49M 3.66%
178,428
-4,876
5
$3.77M 3.07%
81,802
+2,616
6
$3.44M 2.8%
27,991
-751
7
$3.39M 2.76%
48,385
-79
8
$2.96M 2.41%
31,599
+393
9
$2.95M 2.4%
183,817
+29,470
10
$2.9M 2.36%
48,106
-1,302
11
$2.83M 2.3%
36,944
-56
12
$2.79M 2.28%
34,550
+29,977
13
$2.76M 2.25%
59,712
+3,843
14
$2.7M 2.2%
41,893
-378
15
$2.62M 2.14%
100,918
+15,020
16
$2.62M 2.14%
84,916
+49,404
17
$2.58M 2.11%
33,403
-87
18
$2.38M 1.94%
161,198
+7,237
19
$2.35M 1.91%
69,528
+50,186
20
$2.34M 1.91%
108,257
-16,515
21
$2.23M 1.82%
78,773
+7,878
22
$2.15M 1.75%
17,664
+1,989
23
$2.1M 1.72%
6,410
-749
24
$1.98M 1.62%
48,479
+1,100
25
$1.95M 1.59%
26,033
+5,062
1
2 3 4