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
$543M
AUM Growth
-$5.98M
(-1.1%)
Holding
258
Top Buys
| 1 | +$4.82M | |
| 2 | +$2.55M | |
| 3 | +$1.84M | |
| 4 |
Eli Lilly
LLY
|
+$1.61M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$909K |
Top Sells
| 1 | +$5.85M | |
| 2 | +$2.69M | |
| 3 | +$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
Salesforce
CRM
$157B
| – | – |
-2,509
|
|
||
|
CYBR
252
DELISTED
CyberArk
CYBR
| – | – |
-13,122
|
|
||
253
Dell
DELL
$273B
| – | – |
-1,590
|
|
||
254
Danaher
DHR
$129B
| – | – |
-1,000
|
|
||
255
Encompass Health
EHC
$10.5B
| – | – |
-4,975
|
|
||
256
First Citizens BancShares
FCNCA
$23.1B
| – | – |
-100
|
|
||
257
GigaCloud Technology
GCT
$1.31B
| – | – |
-11,118
|
|
||
258
Universal Health Services
UHS
$8.84B
| – | – |
-953
|
|