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
$184M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.56M
3
+$2.49M
4
AMT icon
American Tower
AMT
+$1.89M
5
PHM icon
Pultegroup
PHM
+$1.77M

Top Sells

1
+$3.32M
2
+$2.36M
3
+$1.92M
4
CELG
Celgene Corp
CELG
+$1.87M
5
EXPE icon
Expedia Group
EXPE
+$1.77M

Sector Composition

1 Technology 12.71%
2 Consumer Discretionary 11.07%
3 Financials 10.58%
4 Healthcare 9.51%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 7.97%
287,377
+15,963
2
$6.06M 3.3%
144,480
+5,952
3
$5.26M 2.86%
25,468
+1,959
4
$5.04M 2.74%
20,978
+487
5
$4.46M 2.43%
37,763
-1,035
6
$4.4M 2.4%
40,038
+14,138
7
$4.12M 2.24%
122,716
+19,117
8
$4.03M 2.2%
27,754
+13,017
9
$4M 2.18%
77,100
-440
10
$3.91M 2.13%
54,000
-4,060
11
$3.79M 2.06%
59,310
+22,486
12
$3.75M 2.04%
159,170
-590
13
$3.61M 1.97%
99,404
+9,350
14
$3.59M 1.95%
114,200
+35,433
15
$3.59M 1.95%
49,048
-4,535
16
$3.47M 1.89%
64,262
+2,278
17
$3.46M 1.89%
73,731
+17,050
18
$3.36M 1.83%
14,730
-35
19
$3.19M 1.74%
108,210
+60,132
20
$2.92M 1.59%
50,887
-2,856
21
$2.88M 1.57%
96,981
-8,448
22
$2.87M 1.56%
103,238
-2,331
23
$2.83M 1.54%
8,646
+2,061
24
$2.76M 1.5%
78,637
+27,535
25
$2.72M 1.48%
24,093
+707
1
2 3 4 5