WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.31%
This Quarter Est. Return
1 Year Est. Return
+13.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$667M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$23.8M
3
+$19.4M
4
TYL icon
Tyler Technologies
TYL
+$17.3M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$16.3M

Top Sells

1
+$18.8M
2
+$18.1M
3
+$17.9M
4
PLAY icon
Dave & Buster's
PLAY
+$13.6M
5
NFX
Newfield Exploration
NFX
+$11.2M

Sector Composition

1 Technology 15.59%
2 Energy 14.98%
3 Real Estate 14.83%
4 Communication Services 11.18%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
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