WCA
Westover Capital Advisors Portfolio holdings
AUM
$543M
1-Year Est. Return
37.08%
This Fund
S&P 500
1 Year Est. Return
+37.08%
AUM
$549M
AUM Growth
+$8.65M
(+1.6%)
Holding
239
Top Buys
| 1 | +$2.47M | |
| 2 | +$1.8M | |
| 3 | +$1.7M | |
| 4 |
Stride
LRN
|
+$1.55M |
| 5 |
Supernus Pharmaceuticals
SUPN
|
+$1.55M |
Top Sells
| 1 | +$3.36M | |
| 2 | +$3.3M | |
| 3 | +$2.71M | |
| 4 |
T-Mobile US
TMUS
|
+$2.15M |
| 5 |
Broadcom
AVGO
|
+$1.57M |
Sector Composition
| 1 | Technology | 26.74% |
| 2 | Financials | 10.42% |
| 3 | Communication Services | 8.5% |
| 4 | Healthcare | 6.9% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Zions Bancorporation
ZION
$8.85B
| $205K | 0.04% |
+3,500
|
|
||
227
BlackRock US Equity Factor Rotation ETF
DYNF
$36B
| $204K | 0.04% |
+3,356
|
|
||
228
Evergy
EVRG
$19B
| $203K | 0.04% |
2,800
|
|
||
229
Acadia Pharmaceuticals
ACAD
$3.79B
| $203K | 0.04% |
+7,592
|
|
||
230
Dell
DELL
$160B
| $200K | 0.04% |
1,590
-10
|
|
||
231
Toast
TOST
$13.4B
| – | – |
-5,750
|
|
||
232
iShares Preferred and Income Securities ETF
PFF
$14B
| – | – |
-6,323
|
|
||
233
NMI Holdings
NMIH
$2.87B
| – | – |
-5,841
|
|
||
234
Kroger
KR
$40.7B
| – | – |
-3,721
|
|
||
235
Ingredion
INGR
$6.39B
| – | – |
-3,127
|
|
||
236
iShares Bitcoin Trust
IBIT
$67.2B
| – | – |
-3,804
|
|
||
237
Broadridge
BR
$16.6B
| – | – |
-875
|
|
||
238
AXIS Capital
AXS
$7.19B
| – | – |
-28,325
|
|
||
239
Arm
ARM
$240B
| – | – |
-1,800
|
|