WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.32B
1-Year Est. Return 64.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+64.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$39.4M
3
+$25M
4
REXR icon
Rexford Industrial Realty
REXR
+$22.3M
5
PLD icon
Prologis
PLD
+$22.2M

Top Sells

1
+$56.2M
2
+$41.2M
3
+$35.5M
4
POOL icon
Pool Corp
POOL
+$29.6M
5
CVE icon
Cenovus Energy
CVE
+$27.9M

Sector Composition

1 Energy 19.26%
2 Real Estate 13.96%
3 Consumer Discretionary 13.44%
4 Financials 10.35%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
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