WCA
Westover Capital Advisors Portfolio holdings
AUM
$549M
1-Year Est. Return
33.22%
This Fund
S&P 500
1 Year Est. Return
+33.22%
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 | |
|---|---|---|---|---|---|---|
51
Hartford Financial Services
HIG
$39B
| $2.32M | 0.42% |
16,822
+6,084
|
|
||
52
Eli Lilly
LLY
$992B
| $2.23M | 0.41% |
2,071
+187
|
|
||
53
Charles Schwab
SCHW
$169B
| $2.14M | 0.39% |
21,429
+6,367
|
|
||
54
Sea Limited
SE
$64.2B
| $2.13M | 0.39% |
+16,701
|
|
||
55
Casey's General Stores
CASY
$25.4B
| $2.08M | 0.38% |
3,756
-87
|
|
||
56
Quanta Services
PWR
$84B
| $2.04M | 0.37% |
4,841
-255
|
|
||
57
AbbVie
ABBV
$410B
| $2.01M | 0.37% |
8,776
-37
|
|
||
58
Jacobs Solutions
J
$16.2B
| $1.93M | 0.35% |
14,576
-109
|
|
||
59
CarGurus
CARG
$2.92B
| $1.91M | 0.35% |
+49,858
|
|
||
60
US Foods
USFD
$21.3B
| $1.9M | 0.35% |
25,208
-3,599
|
|
||
61
Visa
V
$616B
| $1.88M | 0.34% |
5,374
-428
|
|
||
62
FedEx
FDX
$91B
| $1.87M | 0.34% |
6,471
|
|
||
63
Gilead Sciences
GILD
$185B
| $1.84M | 0.33% |
14,979
-325
|
|
||
64
Medpace
MEDP
$12.8B
| $1.79M | 0.33% |
3,193
-21
|
|
||
65
Chevron
CVX
$370B
| $1.77M | 0.32% |
11,629
-215
|
|
||
66
Interface
TILE
$1.84B
| $1.74M | 0.32% |
+62,478
|
|
||
67
Mueller Industries
MLI
$13.1B
| $1.72M | 0.31% |
15,014
-148
|
|
||
68
EOG Resources
EOG
$66.6B
| $1.63M | 0.3% |
15,520
+378
|
|
||
69
RTX Corp
RTX
$272B
| $1.63M | 0.3% |
8,869
-90
|
|
||
70
Vanguard Small-Cap ETF
VB
$73.8B
| $1.6M | 0.29% |
6,214
+167
|
|
||
71
PJT Partners
PJT
$3.59B
| $1.6M | 0.29% |
9,567
-171
|
|
||
|
72
Supernus Pharmaceuticals
SUPN
$3.14B
| $1.59M | 0.29% |
+31,939
|
|
||
73
Applied Materials
AMAT
$295B
| $1.57M | 0.29% |
6,118
|
|
||
74
iShares US Small Cap Equity Factor ETF
SMLF
$3.35B
| $1.5M | 0.27% |
19,969
+25
|
|
||
75
Applovin
APP
$147B
| $1.46M | 0.27% |
2,165
+457
|
|