WCM

Whitener Capital Management Portfolio holdings

AUM $418M
1-Year Est. Return 23.31%
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.81M
3
+$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.02%
+750
227
$29K 0.02%
+600
228
$28K 0.02%
+179
229
$27K 0.02%
+450
230
$26K 0.02%
+650
231
$26K 0.02%
+400
232
$26K 0.02%
+2,750
233
$26K 0.02%
+683
234
$25K 0.02%
+1,281
235
$24K 0.02%
+629
236
$24K 0.02%
+1,582
237
$24K 0.02%
+400
238
$24K 0.02%
+300
239
$23K 0.02%
+150
240
$23K 0.02%
+220
241
$23K 0.02%
+191
242
$23K 0.02%
+330
243
$23K 0.02%
+128
244
$22K 0.02%
+100
245
$22K 0.02%
+515
246
$22K 0.02%
+407
247
$22K 0.02%
+300
248
$22K 0.02%
+525
249
$22K 0.02%
+20
250
$22K 0.02%
+450
8 9
10
11 12