WCA
Westover Capital Advisors Portfolio holdings
AUM
$541M
1-Year Est. Return
36.01%
1 Year Est. Return
+36.01%
AUM
$500M
AUM Growth
+$50.1M
(+11%)
Holding
244
Top Buys
| 1 | +$8.44M | |
| 2 | +$4.25M | |
| 3 | +$2.29M | |
| 4 |
Exxon Mobil
XOM
|
+$2.23M |
| 5 |
Chevron
CVX
|
+$2.04M |
Top Sells
| 1 | +$9.17M | |
| 2 | +$4.27M | |
| 3 | +$2.55M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.38M |
| 5 |
EOG Resources
EOG
|
+$1.95M |
Sector Composition
| 1 | Technology | 26.19% |
| 2 | Financials | 10.17% |
| 3 | Communication Services | 8.03% |
| 4 | Consumer Discretionary | 6.73% |
| 5 | Healthcare | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Palo Alto Networks
PANW
$140B
| $2.33M | 0.47% |
11,392
+1,779
|
|
||
52
General Dynamics
GD
$93B
| $2.27M | 0.45% |
7,785
+1,686
|
|
||
53
ASML
ASML
$391B
| $2.11M | 0.42% |
2,630
-4
|
|
||
54
Exelixis
EXEL
$11.2B
| $2.1M | 0.42% |
47,719
+6,336
|
|
||
55
Quanta Services
PWR
$64B
| $2.06M | 0.41% |
5,455
+222
|
|
||
56
Jacobs Solutions
J
$18.5B
| $1.96M | 0.39% |
14,882
-508
|
|
||
57
First Solar
FSLR
$27.2B
| $1.94M | 0.39% |
11,718
+1,761
|
|
||
|
FISV
58
Fiserv Inc
FISV
$34.1B
| $1.94M | 0.39% |
11,247
-436
|
|
||
59
Visa
V
$637B
| $1.93M | 0.39% |
5,447
+1,311
|
|
||
60
Booking.com
BKNG
$163B
| $1.92M | 0.38% |
331
+138
|
|
||
61
Nasdaq
NDAQ
$49.7B
| $1.88M | 0.38% |
21,062
|
|
||
|
62
EOG Resources
EOG
$59.9B
| $1.82M | 0.36% |
15,203
-16,303
|
|
||
63
Caterpillar
CAT
$260B
| $1.82M | 0.36% |
4,676
|
|
||
64
Casey's General Stores
CASY
$20B
| $1.68M | 0.33% |
3,283
-111
|
|
||
65
Gilead Sciences
GILD
$155B
| $1.67M | 0.33% |
15,086
+8,199
|
|
||
66
AbbVie
ABBV
$411B
| $1.65M | 0.33% |
8,913
-3
|
|
||
67
Waste Connections
WCN
$43.2B
| $1.65M | 0.33% |
8,850
-24
|
|
||
68
PJT Partners
PJT
$4.05B
| $1.62M | 0.32% |
9,789
+6,992
|
|
||
69
Boston Scientific
BSX
$152B
| $1.57M | 0.31% |
14,579
+841
|
|
||
70
Eli Lilly
LLY
$918B
| $1.56M | 0.31% |
2,004
-6
|
|
||
71
Corcept Therapeutics
CORT
$7.95B
| $1.52M | 0.3% |
20,667
-351
|
|
||
|
72
Alphabet (Google) Class C
GOOG
$3.34T
| $1.52M | 0.3% |
8,541
-39
|
|
||
73
FedEx
FDX
$63.1B
| $1.48M | 0.3% |
6,529
-5
|
|
||
74
KKR & Co
KKR
$107B
| $1.48M | 0.3% |
11,130
|
|
||
75
Vanguard Small-Cap ETF
VB
$66.1B
| $1.43M | 0.29% |
6,054
-22
|
|