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
$213M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.56M
3
+$2.27M
4
UPS icon
United Parcel Service
UPS
+$1.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.72M

Top Sells

1
+$6.38M
2
+$3.09M
3
+$2.58M
4
TRP icon
TC Energy
TRP
+$1.99M
5
CVX icon
Chevron
CVX
+$1.88M

Sector Composition

1 Technology 21.69%
2 Healthcare 13.59%
3 Communication Services 7.96%
4 Consumer Staples 7.72%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 6.05%
141,512
-3,336
2
$8.81M 4.13%
286,816
-3,827
3
$8.57M 4.02%
62,120
-240
4
$7.43M 3.49%
203,494
+6,034
5
$6.94M 3.25%
97,820
-640
6
$6.88M 3.23%
198,647
+189,647
7
$6.14M 2.88%
16,939
-992
8
$5.99M 2.81%
35,774
+203
9
$5.51M 2.58%
117,503
+708
10
$4.93M 2.31%
44,238
-53
11
$4.59M 2.15%
24,119
-1,458
12
$4.44M 2.08%
26,371
-3,194
13
$4.23M 1.98%
13,960
+109
14
$3.99M 1.87%
42,425
+182
15
$3.98M 1.87%
35,989
-8,307
16
$3.9M 1.83%
123,650
-2,940
17
$3.77M 1.77%
33,919
+17,581
18
$3.76M 1.76%
12,751
-299
19
$3.75M 1.76%
99,733
-200
20
$3.73M 1.75%
18,302
+1,829
21
$3.72M 1.74%
9,178
+184
22
$3.6M 1.69%
92,261
-1,262
23
$3.56M 1.67%
+43,876
24
$3.32M 1.56%
110,156
+1,313
25
$2.86M 1.34%
71,529
+1,341
1
2 3 4 5