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
276
$17K 0.01%
+108
277
$17K 0.01%
+105
278
$17K 0.01%
+255
279
$17K 0.01%
+500
280
$16K 0.01%
+160
281
$16K 0.01%
+1,200
282
$16K 0.01%
+191
283
$16K 0.01%
+1,380
284
$15K 0.01%
+100
285
$15K 0.01%
+560
286
$15K 0.01%
+115
287
$15K 0.01%
+300
288
$15K 0.01%
+120
289
$15K 0.01%
+258
290
$14K 0.01%
+270
291
$14K 0.01%
+680
292
$14K 0.01%
+220
293
$14K 0.01%
+833
294
$14K 0.01%
+265
295
$13K 0.01%
+400
296
$13K 0.01%
+320
297
$13K 0.01%
+185
298
$13K 0.01%
+301
299
$13K 0.01%
+285
300
$12K 0.01%
+7
10 11
12
13 14