WCA

Whetstone Capital Advisors Portfolio holdings

AUM $361M
1-Year Est. Return 112.11%
This Quarter Est. Return
1 Year Est. Return
+112.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$9.88M
3 +$6.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$5.22M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.5M

Top Sells

1 +$7.96M
2 +$6.98M
3 +$6.6M
4
WMB icon
Williams Companies
WMB
+$3.46M
5
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$3.34M

Sector Composition

1 Communication Services 37.96%
2 Energy 32.97%
3 Industrials 16.11%
4 Financials 0.34%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-65,096