WCA
Westover Capital Advisors Portfolio holdings
AUM
$541M
1-Year Est. Return
36.01%
1 Year Est. Return
+36.01%
AUM
$541M
AUM Growth
+$40.4M
(+8.1%)
Holding
240
Top Buys
| 1 | +$1.89M | |
| 2 | +$1.74M | |
| 3 | +$1.21M | |
| 4 |
eBay
EBAY
|
+$869K |
| 5 |
Hartford Financial Services
HIG
|
+$822K |
Top Sells
| 1 | +$2.41M | |
| 2 | +$1.99M | |
| 3 | +$1.94M | |
| 4 |
Celestica
CLS
|
+$1.69M |
| 5 |
Chevron
CVX
|
+$1.32M |
Sector Composition
| 1 | Technology | 27.08% |
| 2 | Financials | 10.39% |
| 3 | Communication Services | 8.52% |
| 4 | Healthcare | 6.72% |
| 5 | Consumer Discretionary | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Fortinet
FTNT
$60.3B
| – | – |
-6,989
|
|
||
227
W.W. Grainger
GWW
$45.1B
| – | – |
-471
|
|
||
228
Infosys
INFY
$72.5B
| – | – |
-11,800
|
|
||
229
International Paper
IP
$20.8B
| – | – |
-6,700
|
|
||
230
Intuitive Surgical
ISRG
$203B
| – | – |
-379
|
|
||
231
Lockheed Martin
LMT
$106B
| – | – |
-1,106
|
|
||
232
Novo Nordisk
NVO
$219B
| – | – |
-5,222
|
|
||
233
Prologis
PLD
$119B
| – | – |
-2,706
|
|
||
234
Philip Morris
PM
$245B
| – | – |
-1,224
|
|
||
235
Starbucks
SBUX
$99.1B
| – | – |
-2,363
|
|
||
236
TG Therapeutics
TGTX
$5.28B
| – | – |
-6,377
|
|
||
237
Trane Technologies
TT
$93.5B
| – | – |
-468
|
|
||
238
Unum
UNM
$12.7B
| – | – |
-14,033
|
|
||
239
WD-40
WDFC
$2.65B
| – | – |
-900
|
|
||
240
Energy Select Sector SPDR Fund
XLE
$27.3B
| – | – |
-6,200
|
|