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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$661K
3
+$539K
4
NFLX icon
Netflix
NFLX
+$475K
5
VZ icon
Verizon
VZ
+$453K

Top Sells

1
+$1.39M
2
+$918K
3
+$906K
4
KHC icon
Kraft Heinz
KHC
+$778K
5
AMGN icon
Amgen
AMGN
+$350K

Sector Composition

1 Financials 17.63%
2 Healthcare 11.75%
3 Technology 11.25%
4 Consumer Staples 10.56%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.03%
445
227
$46K 0.03%
1,825
+1,350
228
$46K 0.03%
179
229
$46K 0.03%
+1,800
230
$44K 0.03%
1,592
231
$44K 0.03%
1,000
-1,000
232
$43K 0.03%
300
233
$41K 0.03%
255
234
$41K 0.03%
750
235
$40K 0.03%
228
+120
236
$39K 0.03%
350
+150
237
$38K 0.02%
300
238
$37K 0.02%
7,350
+6,300
239
$37K 0.02%
759
240
$37K 0.02%
1,561
241
$36K 0.02%
350
242
$36K 0.02%
3,200
243
$35K 0.02%
750
244
$34K 0.02%
200
245
$34K 0.02%
625
246
$33K 0.02%
250
247
$33K 0.02%
76
+2
248
$33K 0.02%
2,200
249
$32K 0.02%
700
250
$32K 0.02%
1,722
8 9
10
11 12