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

Top Buys

1
+$1.57M
2
+$1.3M
3
+$1.07M
4
PEP icon
PepsiCo
PEP
+$970K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$933K

Top Sells

1
+$132K
2
+$94.5K
3
+$92.2K
4
CSCO icon
Cisco
CSCO
+$61.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.5K

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%
640
-500
277
$24K 0.01%
400
278
$24K 0.01%
1,000
279
$23K 0.01%
550
-70
280
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200
281
$23K 0.01%
300
282
$22K 0.01%
55
283
$22K 0.01%
1,521
284
$22K 0.01%
1,928
285
$22K 0.01%
688
286
$21K 0.01%
75
287
$21K 0.01%
525
288
$21K 0.01%
20
289
$20K 0.01%
1,375
+210
290
$20K 0.01%
502
291
$20K 0.01%
400
+180
292
$20K 0.01%
100
293
$20K 0.01%
120
294
$19K 0.01%
236
295
$19K 0.01%
314
296
$19K 0.01%
360
+60
297
$18K 0.01%
1,100
-200
298
$18K 0.01%
355
299
$18K 0.01%
215
300
$17K 0.01%
88
10 11
12
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