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
$122M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.94M
3
+$2.24M
4
GS icon
Goldman Sachs
GS
+$1.48M
5
CI icon
Cigna
CI
+$1.3M

Top Sells

1
+$2.6M
2
+$1.66M
3
+$1.5M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.47M
5
ICLR icon
Icon
ICLR
+$1.17M

Sector Composition

1 Healthcare 15%
2 Consumer Discretionary 11.1%
3 Industrials 10.51%
4 Technology 10.34%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.02M 4.12%
36,154
+6,413
2
$4.5M 3.68%
84,746
-2,376
3
$4.12M 3.38%
265,070
+20,420
4
$3.91M 3.21%
103,088
-2,210
5
$3.74M 3.07%
106,380
+13,280
6
$3.74M 3.07%
+29,584
7
$3.68M 3.02%
48,449
+29,430
8
$3.63M 2.98%
92,587
-3,249
9
$3.57M 2.93%
137,689
+16,588
10
$3.53M 2.89%
108,193
+89,973
11
$3.52M 2.88%
50,265
-16,732
12
$3.41M 2.79%
142,628
-18,048
13
$3.36M 2.75%
22,271
+120
14
$3.25M 2.66%
28,601
-1,457
15
$3.19M 2.62%
54,041
-3,954
16
$3.03M 2.49%
20,530
+3,880
17
$2.64M 2.16%
56,977
+20,556
18
$2.62M 2.15%
73,200
-3,340
19
$2.37M 1.94%
24,771
+5,851
20
$2.35M 1.92%
35,110
-4,234
21
$2.27M 1.86%
14,971
+2,948
22
$2.02M 1.65%
25,460
-896
23
$1.96M 1.61%
156,176
-4,397
24
$1.91M 1.57%
18,499
-1,116
25
$1.91M 1.57%
19,523
+2,174
1
2 3 4