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
-$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.34M
3
+$3.1M
4
EXPE icon
Expedia Group
EXPE
+$1.84M
5
AMZN icon
Amazon
AMZN
+$1.7M

Top Sells

1
+$3.06M
2
+$2.97M
3
+$2.92M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.38M
5
COP icon
ConocoPhillips
COP
+$2.19M

Sector Composition

1 Healthcare 15.71%
2 Technology 12.07%
3 Consumer Discretionary 11.72%
4 Financials 10.82%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.03M 4.24%
66,997
-5,547
2
$4.59M 3.87%
87,122
-910
3
$4.38M 3.69%
160,676
+6,444
4
$4.29M 3.62%
95,836
+1,032
5
$3.92M 3.3%
105,298
+97,448
6
$3.88M 3.28%
29,741
+4,965
7
$3.78M 3.19%
244,650
+11,440
8
$3.55M 3%
93,100
+6,800
9
$3.38M 2.85%
22,151
-3,072
10
$3.34M 2.82%
+57,995
11
$3.1M 2.61%
+121,101
12
$3.08M 2.6%
30,058
+1,715
13
$2.76M 2.33%
72,117
-38,281
14
$2.62M 2.21%
39,344
-2,404
15
$2.6M 2.19%
92,620
-3,103
16
$2.36M 1.99%
16,650
-574
17
$2.28M 1.92%
26,356
-3,931
18
$2.27M 1.92%
76,540
+57,340
19
$2.17M 1.83%
160,573
-16,157
20
$1.96M 1.66%
18,920
+681
21
$1.96M 1.65%
12,023
+343
22
$1.85M 1.56%
31,288
-701
23
$1.84M 1.55%
+17,046
24
$1.75M 1.48%
28,706
+73
25
$1.72M 1.45%
17,349
+55
1
2 3 4 5