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
$320M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.34M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
MYRG icon
MYR Group
MYRG
+$868K

Top Sells

1
+$2.22M
2
+$790K
3
+$682K
4
LOVE icon
LoveSac
LOVE
+$473K
5
LUV icon
Southwest Airlines
LUV
+$417K

Sector Composition

1 Technology 21.26%
2 Healthcare 11.26%
3 Communication Services 8.6%
4 Financials 8.24%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.9M 6.22%
140,401
+5,295
2
$13.6M 4.26%
101,880
+1,080
3
$11.9M 3.71%
72,220
+6,320
4
$9.18M 2.87%
236,455
+6,332
5
$8.88M 2.78%
31,496
+1,325
6
$8.31M 2.6%
271,198
-98
7
$7.82M 2.45%
13,681
-22
8
$7.34M 2.3%
145,314
+4,190
9
$6.81M 2.13%
136,229
-631
10
$6.65M 2.08%
113,309
+2,933
11
$6.49M 2.03%
39,525
+1,272
12
$6.34M 1.98%
37,452
+197
13
$6.05M 1.89%
23,105
-161
14
$5.92M 1.85%
162,207
+1,047
15
$5.72M 1.79%
31,415
-681
16
$5.56M 1.74%
33,962
+1,230
17
$5.45M 1.71%
12,131
-449
18
$5.22M 1.64%
93,408
+1,677
19
$5.12M 1.6%
123,948
-398
20
$5.03M 1.57%
46,511
+1,206
21
$4.72M 1.48%
97,300
-1,320
22
$4.42M 1.38%
84,097
+1,194
23
$4.17M 1.31%
19,664
+759
24
$3.99M 1.25%
6,407
-32
25
$3.98M 1.25%
128,038
+1,844
1
2 3 4 5