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 | |
|---|---|---|---|---|---|---|
76
Morgan Stanley
MS
$264B
| $1.43M | 0.26% |
8,030
+500
|
|
||
77
Vertiv
VRT
$97.5B
| $1.42M | 0.26% |
8,791
+1,187
|
|
||
78
KKR & Co
KKR
$78.2B
| $1.42M | 0.26% |
11,130
|
|
||
79
Lam Research
LRCX
$292B
| $1.37M | 0.25% |
8,000
|
|
||
80
Icon
ICLR
$8.26B
| $1.36M | 0.25% |
7,439
-101
|
|
||
81
Palantir
PLTR
$328B
| $1.29M | 0.23% |
7,250
|
|
||
82
Monolithic Power Systems
MPWR
$55.7B
| $1.27M | 0.23% |
1,405
-14
|
|
||
83
Corning
GLW
$129B
| $1.27M | 0.23% |
14,460
|
|
||
84
Johnson & Johnson
JNJ
$599B
| $1.25M | 0.23% |
6,016
|
|
||
85
Waste Connections
WCN
$44B
| $1.24M | 0.23% |
7,085
-161
|
|
||
86
Home Depot
HD
$379B
| $1.21M | 0.22% |
3,527
-5
|
|
||
87
Deckers Outdoor
DECK
$16.6B
| $1.2M | 0.22% |
11,608
-166
|
|
||
88
Cummins
CMI
$80.7B
| $1.2M | 0.22% |
2,357
-90
|
|
||
89
Tractor Supply
TSCO
$27.4B
| $1.2M | 0.22% |
24,050
|
|
||
90
PepsiCo
PEP
$232B
| $1.17M | 0.21% |
8,181
+4,630
|
|
||
91
EastGroup Properties
EGP
$10.5B
| $1.16M | 0.21% |
6,510
-14
|
|
||
92
Cardinal Health
CAH
$53.9B
| $1.12M | 0.2% |
5,466
+723
|
|
||
93
Waste Management
WM
$97.1B
| $1.12M | 0.2% |
5,084
-568
|
|
||
94
Blackstone
BX
$88.8B
| $1.08M | 0.2% |
6,996
|
|
||
95
Royal Bank of Canada
RY
$234B
| $1.05M | 0.19% |
6,183
-30
|
|
||
96
Rush Street Interactive
RSI
$2.04B
| $1.05M | 0.19% |
53,995
-459
|
|
||
97
Eaton
ETN
$146B
| $1.02M | 0.18% |
3,188
-263
|
|
||
98
Wells Fargo
WFC
$251B
| $955K | 0.17% |
10,247
|
|
||
99
MPLX
MPLX
$59.8B
| $950K | 0.17% |
17,800
|
|
||
100
McDonald's
MCD
$243B
| $946K | 0.17% |
3,094
-10
|
|