WESTOVER CAPITAL ADVISORS, LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/WESTOVER-CAPITAL-ADVISORSLLC/ WILMINGTON, DE Investment Advisor How do I update this listing?

Westover Capital Advisors is based out of Wilmington. Westover Capital Advisors is a large advisory firm with 177 clients and discretionary assets under management (AUM) of $278,613,700 (Form ADV from 2019-08-01). Their last reported 13F filing for Q3 2020 included $243,659,000 in managed 13F securities and a top 10 holdings concentration of 33.69%. Westover Capital Advisors's largest holding is Apple Inc with shares held of 137,314. Whalewisdom has at least 50 13F filings

Download 13F Summary Create Alert

09/30/2020

13F Activity

  • Market Value $243.659 Million
  • Prior Market Value $213.299 Million
  • New Purchases28 stocks
  • Additional Purchases47 stocks
  • Sold out of5 stocks
  • Reduced holdings in45 stocks
  • Top 10 Holdings % 33.69 %
  • Turnover % [1]:25.00%
  • Turnover Alt % [2]: 10.20 %
  • Time Held Top20:8.95 quarters
  • Time Held Top10:6.70 quarters
  • Time Held All:9.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 12.11%
Performance Last 4 Quarters: 17.92%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WESTOVER CAPITAL ADVISORS, LLC
1013 CENTRE RD, SUITE 405
WILMINGTON DE    19805
Country: United States

Business Phone: 302-427-9600
Fax: 302-427-8900
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 256,320,000
Total Number of Clients: 177
Amount of client funds and securities by related persons: 256,320,000
Total Number of clients from related persons: 157
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

WESTOVER CAPITAL ADVISORS, LLC

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
SAWYER, JR., HAROLD, MURRAY CHIEF EXECUTIVE OFFICER 01/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CIO & CCO direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER (2015) direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT & CHIEF INVESTMENT OFFICER direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER (2015) direct 2000-01-01
SAWYER, HAROLD, MURRAY VICE PRESIDENT & CHIEF INVESTMENT OFFICER 07/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC VICE PRESIDENT direct 2008-07-01
WESTOVER CAPITAL ADVISORS, LLC VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-07-01
BEARDWOOD, MATTHEW, COLE DIRECTOR OF WEALTH MANAGEMENT AND CHIEF COMPLIANCE OFFICER 02/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC DIRECTOR OF WEALTH MANAGEMENT AND CHIEF COMPLIANCE OFFICER direct 2019-02-01

WESTOVER CAPITAL ADVISORS, LLC

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

WESTOVER CAPITAL ADVISORS, LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
SAWYER, JR., HAROLD, MURRAY CHIEF EXECUTIVE OFFICER 01/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CIO & CCO direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER (2015) direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT & CHIEF INVESTMENT OFFICER direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER (2015) direct 2000-01-01
SAWYER, HAROLD, MURRAY VICE PRESIDENT & CHIEF INVESTMENT OFFICER 07/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC VICE PRESIDENT direct 2008-07-01
WESTOVER CAPITAL ADVISORS, LLC VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-07-01
BEARDWOOD, MATTHEW, COLE DIRECTOR OF WEALTH MANAGEMENT AND CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC DIRECTOR OF WEALTH MANAGEMENT AND CHIEF COMPLIANCE OFFICER direct 2019-02-01

WESTOVER CAPITAL ADVISORS, LLC

ownership team - last updated 2018-10-02
Name Title Start Date Direct/Indirect % Ownership
SAWYER, JR., HAROLD, MURRAY PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER 01/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CIO & CCO direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER (2015) direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT & CHIEF INVESTMENT OFFICER direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER (2015) direct 2000-01-01
SAWYER, HAROLD, MURRAY VICE PRESIDENT & CHIEF INVESTMENT OFFICER 07/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC VICE PRESIDENT direct 2008-07-01
WESTOVER CAPITAL ADVISORS, LLC VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-07-01

WESTOVER CAPITAL ADVISORS, LLC

ownership team - last updated 2018-05-08
Name Title Start Date Direct/Indirect % Ownership
SAWYER, HAROLD, MURRAY VICE PRESIDENT & CHIEF INVESTMENT OFFICER 07/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC VICE PRESIDENT direct 2008-07-01
WESTOVER CAPITAL ADVISORS, LLC VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2008-07-01
SAWYER, JR., HAROLD, MURRAY PRESIDENT & CHIEF EXECUTIVE OFFICER 01/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CIO & CCO direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER (2015) direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT & CHIEF INVESTMENT OFFICER direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2000-01-01
WESTOVER CAPITAL ADVISORS, LLC PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER (2015) direct 2000-01-01
Crepack, Catherine, Marie CHIEF COMPLIANCE OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTOVER CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-01-01

WhaleScore history for WESTOVER CAPITAL ADVISORS, LLC

You must have a subscription to view WhaleScore histories

Elevate your investments