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
276
$23K 0.02%
1,000
277
$23K 0.02%
+1,100
278
$22K 0.01%
300
279
$22K 0.01%
191
280
$22K 0.01%
688
281
$21K 0.01%
75
-25
282
$21K 0.01%
1,521
283
$21K 0.01%
502
284
$21K 0.01%
120
+20
285
$20K 0.01%
525
286
$19K 0.01%
20
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287
$19K 0.01%
140
288
$19K 0.01%
100
289
$18K 0.01%
236
290
$18K 0.01%
314
291
$17K 0.01%
1,165
+64
292
$17K 0.01%
300
293
$17K 0.01%
560
294
$17K 0.01%
280
295
$16K 0.01%
+200
296
$16K 0.01%
320
297
$16K 0.01%
350
+100
298
$15K 0.01%
355
+50
299
$15K 0.01%
88
300
$15K 0.01%
+500
10 11
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