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
$124M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.76M
3
+$1.24M
4
LVS icon
Las Vegas Sands
LVS
+$1.19M
5
LUV icon
Southwest Airlines
LUV
+$1.1M

Top Sells

1
+$3.66M
2
+$1.99M
3
+$1.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$986K
5
JPM icon
JPMorgan Chase
JPM
+$819K

Sector Composition

1 Healthcare 17.12%
2 Industrials 15.06%
3 Technology 14.26%
4 Financials 8.91%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.75M 4.64%
81,469
+2,231
2
$5.31M 4.29%
170,820
+6,084
3
$4.58M 3.7%
86,788
+3,134
4
$4.39M 3.55%
39,187
-3,288
5
$4.23M 3.42%
80,123
+2,438
6
$4.02M 3.25%
90,706
+24,807
7
$3.76M 3.04%
180,746
+5,159
8
$3.65M 2.95%
95,228
+3,572
9
$3.57M 2.88%
31,374
+830
10
$3.54M 2.86%
92,689
+1,104
11
$3.23M 2.61%
27,122
+610
12
$3.11M 2.51%
192,825
+4,855
13
$3.03M 2.45%
+76,024
14
$2.72M 2.2%
21,821
-66
15
$2.69M 2.17%
28,518
-487
16
$2.44M 1.97%
35,278
+6,708
17
$2.35M 1.9%
104,071
+3,528
18
$2.29M 1.85%
17,023
+403
19
$2.25M 1.82%
36,191
+738
20
$2.09M 1.69%
72,362
-167
21
$1.95M 1.57%
11,774
+745
22
$1.86M 1.5%
30,719
-13,523
23
$1.79M 1.45%
40,853
+1,681
24
$1.76M 1.42%
+22,076
25
$1.73M 1.4%
55,295
+18,769
1
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