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
301
$19K 0.01%
236
302
$19K 0.01%
378
+129
303
$19K 0.01%
355
304
$18K 0.01%
215
305
$18K 0.01%
75
306
$18K 0.01%
+650
307
$17K 0.01%
+450
308
$17K 0.01%
105
309
$17K 0.01%
+300
310
$17K 0.01%
88
311
$17K 0.01%
1,100
312
$16K 0.01%
+250
313
$16K 0.01%
320
314
$16K 0.01%
+312
315
$16K 0.01%
701
316
$16K 0.01%
100
317
$15K 0.01%
400
318
$15K 0.01%
173
319
$15K 0.01%
140
320
$15K 0.01%
335
+135
321
$15K 0.01%
320
322
$15K 0.01%
560
323
$15K 0.01%
75
324
$15K 0.01%
220
325
$15K 0.01%
1,000
11 12
13
14 15