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
251
$22K 0.02%
+340
252
$22K 0.02%
+1,000
253
$21K 0.02%
+230
254
$21K 0.02%
+1,333
255
$21K 0.02%
+320
256
$21K 0.02%
+1,500
257
$20K 0.02%
+135
258
$20K 0.02%
+200
259
$20K 0.02%
+305
260
$20K 0.02%
+220
261
$20K 0.02%
+120
262
$20K 0.02%
+280
263
$20K 0.02%
+140
264
$19K 0.02%
+110
265
$19K 0.02%
+1,540
266
$19K 0.02%
+400
267
$18K 0.02%
+275
268
$18K 0.02%
+308
269
$18K 0.02%
+1,000
270
$18K 0.02%
+500
271
$18K 0.02%
+100
272
$17K 0.01%
+2,590
273
$17K 0.01%
+209
274
$17K 0.01%
+253
275
$17K 0.01%
+129
9 10
11
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