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
$170M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.8M
3
+$1.96M
4
NOW icon
ServiceNow
NOW
+$1.8M
5
MFC icon
Manulife Financial
MFC
+$1.63M

Top Sells

1
+$2.72M
2
+$1.95M
3
+$1.83M
4
GE icon
GE Aerospace
GE
+$1.83M
5
GLW icon
Corning
GLW
+$1.08M

Sector Composition

1 Healthcare 12.34%
2 Technology 12.09%
3 Financials 10.85%
4 Consumer Discretionary 9.87%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 6.4%
213,380
+20,449
2
$5.29M 3.11%
137,228
-3,276
3
$5.03M 2.96%
95,516
+3,966
4
$4.57M 2.69%
20,271
+2,831
5
$4.51M 2.66%
39,643
-1,322
6
$4.47M 2.63%
76,886
+2,356
7
$4.31M 2.53%
+99,219
8
$4.29M 2.52%
22,670
+608
9
$4.28M 2.52%
58,863
+3,941
10
$4.06M 2.39%
100,486
+5,631
11
$4M 2.35%
164,950
-5,110
12
$3.98M 2.34%
81,700
+5,500
13
$3.32M 1.96%
59,271
-4,531
14
$3.09M 1.82%
115,135
-14,190
15
$3.02M 1.78%
53,947
-1,275
16
$2.91M 1.71%
60,560
+2,860
17
$2.91M 1.71%
58,413
-3,028
18
$2.87M 1.69%
29,128
-1,975
19
$2.83M 1.67%
22,699
+476
20
$2.83M 1.67%
19,416
+2,894
21
$2.81M 1.66%
107,958
+20,043
22
$2.8M 1.65%
+58,096
23
$2.44M 1.43%
10,277
-1,417
24
$2.4M 1.41%
81,188
-6,965
25
$2.38M 1.4%
20,734
+1,334
1
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