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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.81M
3
+$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K 0.01%
+500
302
$12K 0.01%
+370
303
$12K 0.01%
+280
304
$12K 0.01%
+204
305
$12K 0.01%
+280
306
$12K 0.01%
+179
307
$12K 0.01%
+725
308
$12K 0.01%
+161
309
$11K 0.01%
+400
310
$11K 0.01%
+100
311
$11K 0.01%
+88
312
$11K 0.01%
+200
313
$11K 0.01%
+690
314
$11K 0.01%
+800
315
$11K 0.01%
+305
316
$11K 0.01%
+190
317
$11K 0.01%
+160
318
$10K 0.01%
+130
319
$10K 0.01%
+354
320
$10K 0.01%
+192
321
$10K 0.01%
+200
322
$10K 0.01%
+110
323
$10K 0.01%
+221
324
$10K 0.01%
+305
325
$10K 0.01%
+201
11 12
13
14 15