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
251
$31K 0.02%
1,401
252
$30K 0.02%
700
253
$30K 0.02%
1,500
254
$30K 0.02%
750
255
$30K 0.02%
319
-99
256
$29K 0.02%
110
257
$29K 0.02%
629
258
$29K 0.02%
600
259
$29K 0.02%
300
260
$27K 0.02%
165
261
$27K 0.02%
394
262
$27K 0.02%
1,100
263
$26K 0.02%
495
264
$26K 0.02%
350
265
$26K 0.02%
157
+22
266
$25K 0.02%
200
267
$25K 0.02%
480
268
$24K 0.02%
209
269
$24K 0.02%
400
270
$23K 0.02%
1,300
271
$23K 0.02%
620
272
$23K 0.02%
280
273
$23K 0.02%
135
274
$23K 0.02%
+55
275
$23K 0.02%
1,928
9 10
11
12 13