WCA
Waratah Capital Advisors Portfolio holdings
AUM
$1.47B
This Quarter Return
+3.23%
1 Year Return
+13.31%
3 Year Return
+37.45%
5 Year Return
+91.2%
10 Year Return
+406.83%
AUM
$1.68B
AUM Growth
+$1.68B
(+1.6%)
Cap. Flow
-$36.5M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
40.03%
Holding
149
New
36
Increased
24
Reduced
35
Closed
16
Top Buys
| 1 |
TransAlta
TAC
|
$54.3M |
| 2 |
VanEck Junior Gold Miners ETF
GDXJ
|
$37.1M |
| 3 |
Toronto Dominion Bank
TD
|
$34.5M |
| 4 |
Diamondback Energy
FANG
|
$29.4M |
| 5 |
Gildan
GIL
|
$23.4M |
Top Sells
| 1 |
Sun Communities
SUI
|
$70.3M |
| 2 |
Dutch Bros
BROS
|
$53.9M |
| 3 |
Equity Lifestyle Properties
ELS
|
$41.3M |
| 4 |
Teck Resources
TECK
|
$29.5M |
| 5 |
LPL Financial
LPLA
|
$28.5M |
Sector Composition
| 1 | Materials | 20.42% |
| 2 | Industrials | 18.44% |
| 3 | Energy | 17.39% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Financials | 8.74% |
