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
$541M
AUM Growth
+$40.4M
(+8.1%)
Holding
240
Top Buys
| 1 | +$1.89M | |
| 2 | +$1.74M | |
| 3 | +$1.21M | |
| 4 |
eBay
EBAY
|
+$869K |
| 5 |
Hartford Financial Services
HIG
|
+$822K |
Top Sells
| 1 | +$2.41M | |
| 2 | +$1.99M | |
| 3 | +$1.94M | |
| 4 |
Celestica
CLS
|
+$1.69M |
| 5 |
Chevron
CVX
|
+$1.32M |
Sector Composition
| 1 | Technology | 27.08% |
| 2 | Financials | 10.39% |
| 3 | Communication Services | 8.52% |
| 4 | Healthcare | 6.72% |
| 5 | Consumer Discretionary | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Eli Lilly
LLY
$927B
| $1.44M | 0.27% |
1,884
-120
|
|
||
|
77
Hartford Financial Services
HIG
$39B
| $1.43M | 0.26% |
10,738
+6,164
|
|
||
78
Home Depot
HD
$389B
| $1.43M | 0.26% |
3,532
-53
|
|
||
79
Tractor Supply
TSCO
$28.6B
| $1.37M | 0.25% |
24,050
|
|
||
80
Palantir
PLTR
$330B
| $1.32M | 0.24% |
7,250
+50
|
|
||
81
Icon
ICLR
$11.5B
| $1.32M | 0.24% |
7,540
-114
|
|
||
82
Monolithic Power Systems
MPWR
$55.3B
| $1.31M | 0.24% |
1,419
-24
|
|
||
83
Eaton
ETN
$148B
| $1.29M | 0.24% |
3,451
+116
|
|
||
84
Waste Connections
WCN
$43.8B
| $1.27M | 0.24% |
7,246
-1,604
|
|
||
85
Applied Materials
AMAT
$264B
| $1.25M | 0.23% |
6,118
|
|
||
86
Waste Management
WM
$93.6B
| $1.25M | 0.23% |
5,652
-87
|
|
||
87
Applovin
APP
$159B
| $1.23M | 0.23% |
1,708
+374
|
|
||
88
Cheniere Energy
LNG
$46.9B
| $1.22M | 0.23% |
5,189
-50
|
|
||
89
Morgan Stanley
MS
$278B
| $1.2M | 0.22% |
7,530
|
|
||
90
Blackstone
BX
$105B
| $1.2M | 0.22% |
6,996
|
|
||
91
Deckers Outdoor
DECK
$16.4B
| $1.19M | 0.22% |
11,774
-54
|
|
||
92
Corning
GLW
$110B
| $1.19M | 0.22% |
14,460
|
|
||
93
Vertiv
VRT
$76.1B
| $1.15M | 0.21% |
7,604
+169
|
|
||
94
Johnson & Johnson
JNJ
$578B
| $1.12M | 0.21% |
6,016
|
|
||
95
Rush Street Interactive
RSI
$1.71B
| $1.12M | 0.21% |
54,454
-2,998
|
|
||
96
EastGroup Properties
EGP
$10.3B
| $1.1M | 0.2% |
6,524
-35
|
|
||
97
Lam Research
LRCX
$283B
| $1.07M | 0.2% |
8,000
|
|
||
98
CrowdStrike
CRWD
$105B
| $1.07M | 0.2% |
2,177
+110
|
|
||
99
Cummins
CMI
$80.9B
| $1.03M | 0.19% |
2,447
-129
|
|
||
100
Abbott
ABT
$196B
| $1M | 0.19% |
7,500
-70
|
|