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
$494M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$15.5M
3
+$15.1M
4
SBUX icon
Starbucks
SBUX
+$12.7M
5
DVN icon
Devon Energy
DVN
+$12.5M

Top Sells

1
+$25.3M
2
+$18.2M
3
+$18.1M
4
VRN
Veren
VRN
+$15.2M
5
PAYC icon
Paycom
PAYC
+$14.7M

Sector Composition

1 Energy 19.14%
2 Communication Services 18.08%
3 Consumer Discretionary 15.76%
4 Industrials 9.22%
5 Technology 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
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