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WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.12B
1-Year Est. Return 76.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$26.2M
3
+$26.1M
4
EQX icon
Equinox Gold
EQX
+$24.6M
5
PAAS icon
Pan American Silver
PAAS
+$22.9M

Top Sells

1
+$61.2M
2
+$37.6M
3
+$37.4M
4
MSFT icon
Microsoft
MSFT
+$35.5M
5
PG icon
Procter & Gamble
PG
+$24.2M

Sector Composition

1 Materials 27.69%
2 Industrials 14.34%
3 Consumer Discretionary 11.5%
4 Energy 11.26%
5 Technology 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 1.32%
38,892
+4,873
27
$19.3M 1.32%
241,926
+111,243
28
$18.4M 1.25%
+126,492
29
$17M 1.15%
86,521
+21,866
30
$15.8M 1.08%
107,588
+18,389
31
$15.8M 1.07%
+47,807
32
$15.6M 1.06%
398,934
-86,859
33
$15.3M 1.04%
144,396
-37,100
34
$15.3M 1.04%
133,259
+58,967
35
$15.1M 1.03%
84,837
-50,951
36
$13.6M 0.93%
+90,341
37
$13.4M 0.91%
103,353
-33,762
38
$12.6M 0.86%
+1,170,554
39
$12.6M 0.85%
38,143
-13,824
40
$12.3M 0.84%
39,115
+2,512
41
$12.2M 0.83%
+25,584
42
$12.1M 0.82%
94,028
-33,927
43
$11.8M 0.8%
+28,019
44
$11.8M 0.8%
+90,548
45
$11.1M 0.76%
2,250,259
+1,847,772
46
$10.9M 0.74%
48,956
47
$10.8M 0.73%
+308,207
48
$10.8M 0.73%
+109,140
49
$10.8M 0.73%
+25,294
50
$9.89M 0.67%
+191,681
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