We are live on ! Find out more
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
$361M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$8.78M
3
+$4.81M
4
VERX icon
Vertex
VERX
+$3.29M
5
LFMD icon
LifeMD
LFMD
+$3.06M

Top Sells

1
+$13.1M
2
+$7.34M
3
+$6.46M
4
OPRA
Opera Ltd
OPRA
+$3.37M
5
ETOR
eToro Group
ETOR
+$2.3M

Sector Composition

1 Technology 57.99%
2 Healthcare 15.67%
3 Communication Services 12.33%
4 Consumer Discretionary 7.45%
5 Financials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.48%
+21,676
27
$1.08M 0.3%
+157,566
28
$739K 0.2%
+141,227
29
$428K 0.12%
1,761
30
$386K 0.11%
+17,000
31
$247K 0.07%
+3,271
32
$246K 0.07%
+5,696
33
$244K 0.07%
+1,797
34
$244K 0.07%
+1,316
35
$239K 0.07%
+592
36
$237K 0.07%
+3,592
37
$236K 0.07%
+7,378
38
$235K 0.06%
+1,568
39
$234K 0.06%
+3,647
40
$233K 0.06%
+2,448
41
$231K 0.06%
+1,490
42
$231K 0.06%
+4,891
43
$231K 0.06%
+1,422
44
$230K 0.06%
+2,303
45
$228K 0.06%
+790
46
$227K 0.06%
12,383
+816
47
$226K 0.06%
+3,961
48
$224K 0.06%
+3,352
49
$220K 0.06%
+637
50
$220K 0.06%
+4,478
1
2
3