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
$861M
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$26.3M
3
+$21.6M
4
GOOS
Canada Goose Holdings
GOOS
+$14.3M
5
GGP
GGP Inc.
GGP
+$12.3M

Top Sells

1
+$25M
2
+$17.9M
3
+$16.7M
4
LAMR icon
Lamar Advertising Co
LAMR
+$15.6M
5
FANG icon
Diamondback Energy
FANG
+$15M

Sector Composition

1 Technology 20.57%
2 Energy 14.35%
3 Consumer Discretionary 13.63%
4 Communication Services 9.54%
5 Financials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
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