WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
+7.71%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.67%
Holding
458
New
452
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
+$5.85M |
| 2 |
JPMorgan Chase
JPM
|
+$5.81M |
| 3 |
Apple
AAPL
|
+$5.43M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$4.4M |
| 5 |
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% |
