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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
Newell Brands
NWL
+$44.6K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.03%
2,878
227
$49K 0.03%
+1,000
228
$48K 0.03%
1,975
229
$48K 0.03%
1,875
230
$48K 0.03%
536
231
$48K 0.03%
1,900
232
$47K 0.03%
850
233
$46K 0.03%
179
234
$46K 0.03%
1,592
235
$45K 0.03%
300
236
$44K 0.03%
+900
237
$43K 0.02%
300
238
$42K 0.02%
228
239
$41K 0.02%
319
240
$39K 0.02%
7,650
+300
241
$39K 0.02%
750
242
$38K 0.02%
1,561
243
$37K 0.02%
350
244
$37K 0.02%
2,200
245
$37K 0.02%
759
246
$37K 0.02%
360
+10
247
$36K 0.02%
625
248
$36K 0.02%
1,610
249
$36K 0.02%
3,200
250
$36K 0.02%
1,722
8 9
10
11 12