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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
51
$9.86M 0.67%
+525,785
52
$9.63M 0.65%
14,822
+7,549
53
$9.07M 0.62%
100,000
-162,010
54
$8.96M 0.61%
142,026
-169,117
55
$8.95M 0.61%
+22,095
56
$8.93M 0.61%
111,809
+28,909
57
$8.86M 0.6%
106,459
-50,394
58
$8.83M 0.6%
145,328
-62,549
59
$8.78M 0.6%
+70,934
60
$8.48M 0.58%
75,000
+933
61
$8.28M 0.56%
293,201
-309,076
62
$8.11M 0.55%
108,819
-186,330
63
$7.46M 0.51%
79,486
-106,961
64
$7.35M 0.5%
10,531
+8,404
65
$7.12M 0.48%
66,092
-344,405
66
$6.99M 0.48%
+45,000
67
$6.71M 0.46%
+35,914
68
$6.4M 0.44%
+78,034
69
$6.26M 0.43%
396,669
-8,391
70
$6.16M 0.42%
33,392
+26,468
71
$6.07M 0.41%
+150,109
72
$6.03M 0.41%
31,677
-10,063
73
$5.9M 0.4%
+10,858
74
$5.8M 0.39%
96,701
-77,978
75
$5.43M 0.37%
83,529
-10,635
1 2
3
4 5