WA

Whitebox Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 8.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.9B
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$88M
2
+$76.1M
3
+$22.7M
4
AET
Aetna Inc
AET
+$15.1M
5
OIH icon
VanEck Oil Services ETF
OIH
+$11.1M

Top Sells

1
+$25.1M
2
+$23.6M
3
+$18.1M
4
CIVI icon
Civitas Resources
CIVI
+$16.4M
5
RYAAY icon
Ryanair
RYAAY
+$15.9M

Sector Composition

1 Technology 31.75%
2 Energy 13.07%
3 Communication Services 5.48%
4 Financials 2.53%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
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