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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
$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
51
$218K 0.06%
24,209
+3,813
52
$214K 0.06%
+1,607
53
$212K 0.06%
3,379
-714
54
$211K 0.06%
+1,235
55
$204K 0.06%
+12,544
56
$199K 0.06%
16,475
-1,036,993
57
– –
-11,385
58
– –
-1,017
59
– –
-492,234
60
– –
-79,567
61
– –
-72,404
62
– –
-416,867
63
– –
-34,562
1 2
3