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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
101
$2.08M 0.14%
2,839
-31,943
102
$1.9M 0.13%
296,330
+69,000
103
$1.9M 0.13%
+3,909
104
$1.88M 0.13%
+22,467
105
$1.87M 0.13%
5,413
-27,713
106
$1.83M 0.12%
177,756
+167,756
107
$1.64M 0.11%
+50,000
108
$1.48M 0.1%
+143,164
109
$1.48M 0.1%
+141,907
110
$1.46M 0.1%
+139,993
111
$1.46M 0.1%
+142,884
112
$1.45M 0.1%
+142,324
113
$1.18M 0.08%
+107,520
114
$1.13M 0.08%
+8,195
115
$1.01M 0.07%
2,442
-13,197
116
$979K 0.07%
+96,670
117
$805K 0.05%
1,554
-69,603
118
$756K 0.05%
+2,240
119
$736K 0.05%
11,624
-13,859
120
$731K 0.05%
+6,027
121
$661K 0.04%
1,034
-26,675
122
$645K 0.04%
+173,509
123
$436K 0.03%
27,777
124
$432K 0.03%
+3,135
125
$402K 0.03%
+12,525
3 4
5
6 7