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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
Newell Brands
NWL
+$44.6K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K 0.01%
445
-50
277
$24K 0.01%
280
278
$24K 0.01%
135
279
$23K 0.01%
300
280
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200
281
$23K 0.01%
550
-70
282
$22K 0.01%
688
283
$22K 0.01%
1,928
284
$22K 0.01%
1,521
285
$22K 0.01%
55
286
$21K 0.01%
20
287
$21K 0.01%
525
288
$21K 0.01%
75
289
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290
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100
291
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400
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292
$20K 0.01%
502
293
$20K 0.01%
1,375
+210
294
$19K 0.01%
360
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295
$19K 0.01%
314
296
$19K 0.01%
236
297
$18K 0.01%
215
298
$18K 0.01%
355
299
$18K 0.01%
1,100
-200
300
$17K 0.01%
88
10 11
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