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WCA
Westover Capital Advisors Portfolio holdings
AUM
$543M
1-Year Est. Return
36.85%
This Fund
S&P 500
This Quarter
Est. Return
+1.44%
1 Year Est. Return
+36.85%
3 Year Est. Return
+116.96%
5 Year Est. Return
+149.25%
10 Year Est. Return
+504.41%
AUM
$543M
AUM Growth
-$5.98M
(-1.1%)
Cap. Flow
-$2.65M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
33.6%
Holding
258
New
28
Increased
58
Reduced
85
Closed
23
Top Buys
| 1 |
Palo Alto Networks
PANW
|
+$4.82M |
| 2 |
Lowe's Companies
LOW
|
+$2.55M |
| 3 |
Yum China
YUMC
|
+$1.84M |
| 4 |
Eli Lilly
LLY
|
+$1.61M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$909K |
Top Sells
| 1 |
CYBR
CyberArk
CYBR
|
+$5.85M |
| 2 |
Stride
LRN
|
+$2.69M |
| 3 |
Sea Limited
SE
|
+$2.13M |
| 4 |
CarGurus
CARG
|
+$1.91M |
| 5 |
Interface
TILE
|
+$1.74M |
Sector Composition
| 1 | Technology | 24.69% |
| 2 | Financials | 9.42% |
| 3 | Communication Services | 8.01% |
| 4 | Industrials | 7.32% |
| 5 | Healthcare | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
O'Reilly Automotive
ORLY
$71.1B
| – | – |
-6,369
| Closed | -$581K |
|
252
Progressive
PGR
$132B
| – | – |
-1,263
| Closed | -$288K |
|
253
Qualcomm
QCOM
$188B
| – | – |
-1,897
| Closed | -$324K |
|
|
REVG
254
DELISTED
REV Group
REVG
| – | – |
-13,908
| Closed | -$846K |
|
|
255
Sea Limited
SE
$66.9B
| – | – |
-16,701
| Closed | -$2.13M |
|
|
256
Interface
TILE
$1.91B
| – | – |
-62,478
| Closed | -$1.74M |
|
257
TPG
TPG
$6.92B
| – | – |
-3,400
| Closed | -$217K |
|
258
Universal Health Services
UHS
$8.73B
| – | – |
-953
| Closed | -$208K |
|
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