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

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
Newell Brands
NWL
+$44.6K

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
301
$17K 0.01%
320
302
$17K 0.01%
701
-700
303
$17K 0.01%
340
+60
304
$17K 0.01%
105
305
$15K 0.01%
320
306
$15K 0.01%
560
307
$15K 0.01%
+1,000
308
$14K 0.01%
173
309
$14K 0.01%
140
310
$14K 0.01%
37
-39
311
$14K 0.01%
253
312
$14K 0.01%
252
313
$14K 0.01%
75
+50
314
$14K 0.01%
204
315
$14K 0.01%
220
316
$14K 0.01%
+594
317
$13K 0.01%
400
318
$13K 0.01%
7
319
$13K 0.01%
320
+2
320
$13K 0.01%
1,137
321
$13K 0.01%
100
322
$13K 0.01%
130
323
$13K 0.01%
+2,850
324
$13K 0.01%
280
325
$12K 0.01%
1,201
11 12
13
14 15