WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.64%
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.76M
3
+$3.51M
4
SIX
Six Flags Entertainment Corp.
SIX
+$3.25M
5
EXP icon
Eagle Materials
EXP
+$2.6M

Top Sells

1
+$15.1M
2
+$11.3M
3
+$8.81M
4
CSTE icon
Caesarstone
CSTE
+$6.62M
5
HAIN icon
Hain Celestial
HAIN
+$5.44M

Sector Composition

1 Technology 29.73%
2 Energy 14.18%
3 Financials 13.49%
4 Materials 13.25%
5 Communication Services 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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