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
$182M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$433K
2
+$382K
3
+$343K
4
RTX icon
RTX Corp
RTX
+$281K
5
MSFT icon
Microsoft
MSFT
+$273K

Top Sells

1
+$955K
2
+$511K
3
+$192K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$138K
5
D icon
Dominion Energy
D
+$125K

Sector Composition

1 Financials 17.8%
2 Technology 13.03%
3 Consumer Staples 11.74%
4 Healthcare 11.18%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27K 0.01%
2,206
+1,069
277
$27K 0.01%
350
278
$27K 0.01%
640
279
$26K 0.01%
280
280
$26K 0.01%
209
281
$26K 0.01%
1,000
282
$25K 0.01%
135
283
$25K 0.01%
2,114
+1,520
284
$24K 0.01%
+153
285
$24K 0.01%
400
286
$23K 0.01%
300
287
$23K 0.01%
20
288
$23K 0.01%
300
+96
289
$23K 0.01%
120
290
$22K 0.01%
550
291
$22K 0.01%
525
292
$22K 0.01%
550
293
$21K 0.01%
200
294
$21K 0.01%
400
295
$21K 0.01%
1,928
296
$20K 0.01%
1,375
297
$20K 0.01%
1,207
+1,053
298
$19K 0.01%
355
299
$19K 0.01%
378
+129
300
$19K 0.01%
236
10 11
12
13 14