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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 | |
|---|---|---|---|---|---|---|
76
Applovin
APP
$151B
| $1.47M | 0.27% |
3,689
+1,524
| +70% | +$737K |
|
77
Merck
MRK
$298B
| $1.42M | 0.26% |
11,842
+6,192
| +110% | +$715K |
|
78
EastGroup Properties
EGP
$11.4B
| $1.33M | 0.24% |
7,160
+650
| +10% | +$121K |
|
79
Morgan Stanley
MS
$359B
| $1.32M | 0.24% |
8,030
| – | – |
|
80
Cummins
CMI
$93.2B
| $1.26M | 0.23% |
2,350
-7
| -0.3% | -$3.96K |
|
81
PepsiCo
PEP
$185B
| $1.25M | 0.23% |
8,030
-151
| -2% | -$23.5K |
|
82
PJT Partners
PJT
$4.25B
| $1.24M | 0.23% |
8,908
-659
| -7% | -$104K |
|
83
MPLX
MPLX
$57.3B
| $1.22M | 0.22% |
21,400
+3,600
| +20% | +$204K |
|
84
Home Depot
HD
$337B
| $1.17M | 0.22% |
3,558
+31
| +0.9% | +$11.3K |
|
85
Waste Management
WM
$94.1B
| $1.17M | 0.22% |
5,084
| – | – |
|
86
Deckers Outdoor
DECK
$14.8B
| $1.16M | 0.21% |
11,548
-60
| -0.5% | -$6.43K |
|
87
Eaton
ETN
$161B
| $1.14M | 0.21% |
3,188
| – | – |
|
|
WCN
88
Waste Connections
WCN
$43.1B
| $1.11M | 0.2% |
6,807
-278
| -4% | -$46.3K |
|
89
Cheniere Energy
LNG
$55.5B
| $1.1M | 0.2% |
3,863
-19
| -0.5% | -$4.39K |
|
90
Texas Pacific Land
TPL
$28.7B
| $1.09M | 0.2% |
2,295
| – | – |
|
91
Palantir
PLTR
$321B
| $1.06M | 0.2% |
7,250
| – | – |
|
92
KKR & Co
KKR
$87.3B
| $1.03M | 0.19% |
11,130
| – | – |
|
93
Royal Bank of Canada
RY
$297B
| $1.01M | 0.19% |
6,269
+86
| +1% | +$14.4K |
|
94
GE Vernova
GEV
$286B
| $1.01M | 0.19% |
1,161
| – | – |
|
95
McDonald's
MCD
$191B
| $1M | 0.18% |
3,227
+133
| +4% | +$42.4K |
|
96
Tractor Supply
TSCO
$16B
| $978K | 0.18% |
21,600
-2,450
| -10% | -$125K |
|
97
Bank of America
BAC
$430B
| $968K | 0.18% |
19,851
+2,663
| +15% | +$137K |
|
98
Williams Companies
WMB
$92.9B
| $964K | 0.18% |
13,239
+3,000
| +29% | +$208K |
|
99
Rio Tinto
RIO
$152B
| $961K | 0.18% |
10,300
+7,100
| +222% | +$647K |
|
100
Steel Dynamics
STLD
$33.7B
| $917K | 0.17% |
5,095
| – | – |
|
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