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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
201
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202
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-2,220
203
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0
204
– –
0
205
– –
-84,096
206
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0
207
– –
-6,819
208
– –
-285,252
209
– –
0
210
– –
-992
211
– –
-350,622
212
– –
-152,100
5 6 7 8
9