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
$186M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.6M
4
EGP icon
EastGroup Properties
EGP
+$1.45M
5
CC icon
Chemours
CC
+$1.23M

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.85M
4
AMT icon
American Tower
AMT
+$1.46M
5
RCL icon
Royal Caribbean
RCL
+$1.45M

Sector Composition

1 Technology 14.11%
2 Healthcare 10.64%
3 Consumer Discretionary 10.15%
4 Financials 9.28%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 8.12%
295,644
+8,267
2
$6.84M 3.68%
147,756
+3,276
3
$5M 2.69%
24,139
-1,329
4
$4.87M 2.62%
36,745
-1,018
5
$4.62M 2.49%
20,341
-637
6
$4.52M 2.43%
53,140
-860
7
$4.49M 2.42%
79,520
+2,420
8
$4.26M 2.3%
127,968
+5,252
9
$4.04M 2.17%
38,732
-1,306
10
$4M 2.16%
57,824
-1,486
11
$3.99M 2.15%
101,213
+1,809
12
$3.95M 2.13%
129,929
+15,729
13
$3.81M 2.06%
41,164
+17,245
14
$3.73M 2.01%
153,940
-5,230
15
$3.61M 1.95%
10,762
+2,116
16
$3.51M 1.89%
83,171
+9,440
17
$3.45M 1.86%
14,059
+2,836
18
$3.28M 1.77%
46,781
-2,267
19
$3.16M 1.7%
14,451
-279
20
$3.08M 1.66%
107,093
-1,117
21
$3.02M 1.63%
63,739
-523
22
$2.84M 1.53%
80,980
+2,343
23
$2.74M 1.48%
14,041
+5,580
24
$2.68M 1.45%
25,131
+1,038
25
$2.63M 1.42%
86,700
-16,538
1
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