We are live on ! Find out more
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
76
$4.99M 0.34%
31,634
-100,093
77
$4.76M 0.32%
+92,022
78
$4.58M 0.31%
334,994
-142,978
79
$4.54M 0.31%
+78,487
80
$4.48M 0.3%
+25,087
81
$4.22M 0.29%
22,639
-351,378
82
$3.87M 0.26%
35,238
-185,350
83
$3.85M 0.26%
37,924
84
$3.81M 0.26%
+30,230
85
$3.78M 0.26%
23,106
-3,547
86
$3.7M 0.25%
+38,360
87
$3.68M 0.25%
10,901
-54,569
88
$3.65M 0.25%
+57,362
89
$3.64M 0.25%
+27,512
90
$3.64M 0.25%
+19,768
91
$3.63M 0.25%
+9,706
92
$3.32M 0.23%
+70,000
93
$3.25M 0.22%
+198,188
94
$3.15M 0.21%
+18,835
95
$3.14M 0.21%
+20,108
96
$3.03M 0.21%
+40,090
97
$3.01M 0.2%
+233,975
98
$2.6M 0.18%
20,000
-47,179
99
$2.17M 0.15%
+7,114
100
$2.14M 0.15%
449,217
2 3
4
5 6