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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
+11.42%
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
$541M
AUM Growth
+$40.4M
Cap. Flow
-$6.33M
Cap. Flow %
-1.17%
Top 10 Hldgs %
34.92%
Holding
240
New
16
Increased
49
Reduced
87
Closed
23

Top Buys

Rank Stock Value
1
MBB icon
iShares MBS ETF
MBB
+$1.86M
2
GD icon
General Dynamics
GD
+$1.61M
3
EXEL icon
Exelixis
EXEL
+$1.18M
4
EBAY icon
eBay
EBAY
+$845K
5
HIG icon
Hartford Financial Services
HIG
+$791K

Top Sells

Rank Stock Value
1
INGR icon
Ingredion
INGR
+$2.55M
2
KD icon
Kyndryl
KD
+$2.27M
3
FISV
Fiserv Inc
FISV
+$1.94M
4
CLS icon
Celestica
CLS
+$1.38M
5
CVX icon
Chevron
CVX
+$1.32M

Sector Composition

Rank Sector Weight
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
HSBC icon
126
HSBC
HSBC
$370B
$635K 0.12%
8,947
+350
+4% +$22.8K
AFL icon
127
Aflac
AFL
$64.5B
$614K 0.11%
5,500
– –
VTI icon
128
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
$613K 0.11%
1,867
-850
-31% -$269K
TSLA icon
129
Tesla
TSLA
$1.27T
$612K 0.11%
1,377
-20
-1% -$6.94K
UBER icon
130
Uber
UBER
$146B
$609K 0.11%
6,215
– –
CRM icon
131
Salesforce
CRM
$152B
$609K 0.11%
2,569
-24
-0.9% -$6.05K
DKS icon
132
Dick's Sporting Goods
DKS
$18B
$600K 0.11%
2,700
– –
MPC icon
133
Marathon Petroleum
MPC
$89.6B
$597K 0.11%
3,100
– –
OKE icon
134
Oneok
OKE
$55.6B
$589K 0.11%
8,069
– –
KD icon
135
Kyndryl
KD
$3.07B
$584K 0.11%
19,460
-66,229
-77% -$2.27M
ANET icon
136
Arista Networks
ANET
$233B
$583K 0.11%
4,000
– –
XLU icon
137
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$576K 0.11%
13,200
– –
PNC icon
138
PNC Financial Services
PNC
$100B
$565K 0.1%
2,814
-30
-1% -$5.93K
SPG icon
139
Simon Property Group
SPG
$74.3B
$563K 0.1%
3,000
– –
ETR icon
140
Entergy
ETR
$50.4B
$559K 0.1%
6,000
– –
BRK.B icon
141
Berkshire Hathaway Class B
BRK.B
$1.11T
$553K 0.1%
1,100
-26
-2% -$12.6K
TXN icon
142
Texas Instruments
TXN
$246B
$551K 0.1%
3,000
– –
MTB icon
143
M&T Bank
MTB
$36.2B
$515K 0.1%
2,606
– –
TOL icon
144
Toll Brothers
TOL
$14.1B
$511K 0.09%
3,700
– –
AZN icon
145
AstraZeneca
AZN
$245B
$510K 0.09%
+3,325
New +$503K
BABA icon
146
Alibaba
BABA
$305B
$500K 0.09%
2,800
– –
PEP icon
147
PepsiCo
PEP
$191B
$499K 0.09%
3,551
+1,175
+49% +$168K
BA icon
148
Boeing
BA
$185B
$475K 0.09%
+2,200
New +$496K
IVW icon
149
iShares S&P 500 Growth ETF
IVW
$75.5B
$473K 0.09%
3,920
– –
AXP icon
150
American Express
AXP
$233B
$465K 0.09%
1,400
-82
-6% -$26.1K
4 5
6
7 8

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MAM
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CIAM
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Westover Capital Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Westover Capital Advisors held 240 positions worth $541M, up 8.1% from $500M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Westover Capital Advisors's Q3 2025 filing shows 16 new, 49 increased, 87 reduced and 23 closed positions. Its largest new stake was eBay: 9,552 shares worth $869K. The largest sale was Ingredion, an estimated $2.55M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Financials and Communication Services.

  • Westover Capital Advisors's largest Q3 2025 buy was eBay: 9,552 shares worth $869K.
  • Westover Capital Advisors added most to iShares MBS ETF in Q3 2025, an estimated $1.86M increase.
  • Westover Capital Advisors's biggest Q3 2025 reduction was Ingredion, cutting an estimated $2.55M.
  • Westover Capital Advisors fully exited Fiserv Inc in Q3 2025, selling an estimated $1.94M.
  • Westover Capital Advisors's ten largest holdings make up 35% of its $541M portfolio in Q3 2025.
  • Westover Capital Advisors opened 16 new positions and closed 23 in Q3 2025.
  • Westover Capital Advisors's portfolio value rose 8.1% quarter-over-quarter to $541M.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.