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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$661K
3
+$539K
4
NFLX icon
Netflix
NFLX
+$475K
5
VZ icon
Verizon
VZ
+$453K

Top Sells

1
+$1.39M
2
+$918K
3
+$906K
4
KHC icon
Kraft Heinz
KHC
+$778K
5
AMGN icon
Amgen
AMGN
+$350K

Sector Composition

1 Financials 17.63%
2 Healthcare 11.75%
3 Technology 11.25%
4 Consumer Staples 10.56%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K 0.01%
320
302
$15K 0.01%
215
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$15K 0.01%
560
304
$15K 0.01%
105
305
$14K 0.01%
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306
$14K 0.01%
913
-117
307
$13K 0.01%
488
-106
308
$13K 0.01%
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309
$13K 0.01%
318
310
$13K 0.01%
140
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$13K 0.01%
1,137
+200
312
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200
313
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314
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204
315
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317
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7
318
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320
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$12K 0.01%
100
324
$11K 0.01%
400
325
$11K 0.01%
248
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11 12
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14 15