WCA
Whetstone Capital Advisors Portfolio holdings
AUM
$354M
This Quarter Return
-2.23%
1 Year Return
+97.49%
3 Year Return
+242.28%
5 Year Return
+222.47%
10 Year Return
+788.21%
AUM
$84.1M
AUM Growth
–
Cap. Flow
+$84.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.08%
Holding
22
New
22
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
|
$10.5M |
| 2 |
Gray Television
GTN
|
$9.6M |
| 3 |
Energy Transfer Partners
ET
|
$5.67M |
| 4 |
APL
ATLAS PIPELINE PARTNERS LP UTS
APL
|
$5.6M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$5.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 38.45% |
| 2 | Communication Services | 26.52% |
| 3 | Materials | 7.13% |
| 4 | Financials | 7.05% |
| 5 | Healthcare | 5.62% |
