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
$126M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.27M
3
+$1.13M
4
COP icon
ConocoPhillips
COP
+$881K
5
COF icon
Capital One
COF
+$795K

Top Sells

1
+$2.35M
2
+$1.5M
3
+$1.35M
4
LUMN icon
Lumen
LUMN
+$908K
5
CSX icon
CSX Corp
CSX
+$876K

Sector Composition

1 Healthcare 16.71%
2 Industrials 14.11%
3 Technology 11.32%
4 Financials 10.77%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.77M 4.59%
183,968
+13,148
2
$5.45M 4.33%
81,047
-422
3
$4.7M 3.74%
89,240
+2,452
4
$4.4M 3.5%
40,009
+822
5
$4.15M 3.3%
80,032
-91
6
$3.87M 3.07%
96,431
+3,742
7
$3.62M 2.87%
99,710
+4,482
8
$3.61M 2.87%
44,126
+8,848
9
$3.6M 2.86%
177,132
-3,614
10
$3.46M 2.75%
27,140
+18
11
$3.33M 2.64%
31,272
-102
12
$3.25M 2.58%
81,907
+5,883
13
$3.21M 2.55%
97,019
+6,313
14
$3.1M 2.47%
50,536
+14,345
15
$2.85M 2.27%
189,850
-2,975
16
$2.8M 2.23%
20,468
-1,353
17
$2.68M 2.13%
28,737
+219
18
$2.36M 1.87%
+87,240
19
$2.29M 1.82%
53,227
+12,374
20
$2.27M 1.81%
+19,370
21
$2.21M 1.76%
17,040
+17
22
$2.2M 1.75%
71,799
-563
23
$2.18M 1.73%
32,167
+1,448
24
$2.01M 1.6%
66,083
+10,788
25
$2.01M 1.6%
11,779
+5
1
2 3 4 5