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WCA

Whetstone Capital Advisors Portfolio holdings

AUM $266M
1-Year Est. Return 44.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$7.94M
3
+$7.6M
4
HUBS icon
HubSpot
HUBS
+$7.49M
5
SMAR
Smartsheet Inc.
SMAR
+$5.62M

Top Sells

1
+$15.9M
2
+$7.71M
3
+$7.51M
4
META icon
Meta Platforms (Facebook)
META
+$7.27M
5
TBLA icon
Taboola.com
TBLA
+$6.54M

Sector Composition

1 Technology 75.93%
2 Communication Services 13.98%
3 Consumer Discretionary 10.08%
4 Consumer Staples 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-18,826
27
– –
-51,039
28
– –
-753,756
29
– –
-96,214
30
– –
-1,186,970
31
– –
-1,268,016
1
2