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%
350
277
$27K 0.01%
2,206
+1,069
278
$27K 0.01%
1,671
+150
279
$26K 0.01%
1,000
280
$26K 0.01%
209
281
$26K 0.01%
280
282
$25K 0.01%
2,114
+1,520
283
$25K 0.01%
135
284
$24K 0.01%
400
285
$24K 0.01%
+153
286
$23K 0.01%
120
287
$23K 0.01%
300
+96
288
$23K 0.01%
20
289
$23K 0.01%
300
290
$22K 0.01%
550
291
$22K 0.01%
525
292
$22K 0.01%
550
293
$21K 0.01%
1,928
294
$21K 0.01%
400
295
$21K 0.01%
200
296
$20K 0.01%
1,207
+1,053
297
$20K 0.01%
1,375
298
$19K 0.01%
314
299
$19K 0.01%
502
300
$19K 0.01%
+557
10 11
12
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