WCM

Whitener Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 25.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.19%
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
+$973K
2
+$625K
3
+$537K
4
NFLX icon
Netflix
NFLX
+$461K
5
VZ icon
Verizon
VZ
+$434K

Top Sells

1
+$1.29M
2
+$975K
3
+$918K
4
META icon
Meta Platforms (Facebook)
META
+$865K
5
AMGN icon
Amgen
AMGN
+$352K

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%
135
271
$23K 0.02%
1,300
272
$23K 0.02%
620
273
$23K 0.02%
280
274
$23K 0.02%
+55
275
$23K 0.02%
1,928
9 10
11
12 13