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
$135M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.83M
3
+$1.79M
4
GM icon
General Motors
GM
+$1.79M
5
XOM icon
Exxon Mobil
XOM
+$1.61M

Top Sells

1
+$2.37M
2
+$1.68M
3
+$1.41M
4
GT icon
Goodyear
GT
+$1.2M
5
JCI icon
Johnson Controls International
JCI
+$1.15M

Sector Composition

1 Healthcare 13.5%
2 Technology 13.05%
3 Consumer Discretionary 9.01%
4 Industrials 8.68%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.06M 3.76%
36,782
+628
2
$4.69M 3.49%
272,080
+7,010
3
$4.42M 3.29%
83,662
-1,084
4
$4.07M 3.02%
144,048
+1,420
5
$3.83M 2.84%
94,341
-8,747
6
$3.81M 2.83%
49,279
-986
7
$3.77M 2.8%
30,023
+439
8
$3.59M 2.66%
22,554
+2,024
9
$3.45M 2.56%
+63,788
10
$3.42M 2.54%
48,370
-79
11
$3.34M 2.48%
19,100
+4,129
12
$3.27M 2.43%
52,814
-1,227
13
$3.18M 2.36%
22,399
+128
14
$3.17M 2.35%
78,800
-27,580
15
$3.05M 2.27%
128,584
-9,105
16
$3M 2.22%
97,661
-10,532
17
$2.93M 2.18%
69,960
-3,240
18
$2.87M 2.13%
73,711
-18,876
19
$2.82M 2.1%
55,614
+35,252
20
$2.7M 2%
23,813
-4,788
21
$2.7M 2%
84,957
+56,293
22
$2.51M 1.86%
31,057
+5,597
23
$2.35M 1.75%
37,234
+28,870
24
$2.22M 1.65%
13,792
+3,812
25
$2.19M 1.63%
29,316
-5,794
1
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