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
$182M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.95M
3
+$2.71M
4
STZ icon
Constellation Brands
STZ
+$2.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.6M

Top Sells

1
+$5.03M
2
+$2.29M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.99M
5
MO icon
Altria Group
MO
+$1.95M

Sector Composition

1 Technology 12.05%
2 Healthcare 11.3%
3 Consumer Discretionary 10.91%
4 Financials 10.46%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 7.58%
271,414
+58,034
2
$5.86M 3.22%
138,528
+1,300
3
$5.11M 2.81%
20,491
+220
4
$4.46M 2.45%
23,509
+839
5
$4.35M 2.39%
38,798
-845
6
$4.32M 2.37%
58,100
-763
7
$4.1M 2.25%
159,760
-5,190
8
$4.08M 2.24%
77,540
-4,160
9
$3.69M 2.03%
90,054
-10,432
10
$3.54M 1.95%
+103,599
11
$3.54M 1.94%
53,583
-5,688
12
$3.52M 1.93%
53,743
-204
13
$3.47M 1.91%
105,429
-2,529
14
$3.4M 1.86%
58,060
-2,500
15
$3.38M 1.85%
14,765
+11,384
16
$3.32M 1.82%
112,950
+31,762
17
$3.25M 1.79%
61,984
+3,888
18
$2.97M 1.63%
105,569
-9,566
19
$2.77M 1.52%
25,900
+1,405
20
$2.71M 1.49%
+23,386
21
$2.69M 1.47%
62,741
+12,129
22
$2.6M 1.43%
+56,681
23
$2.57M 1.41%
23,877
-5,251
24
$2.54M 1.4%
9,978
-299
25
$2.5M 1.37%
+78,767
1
2 3 4 5