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
326
$10K 0.01%
+230
327
$10K 0.01%
+100
328
$10K 0.01%
+200
329
$10K 0.01%
+105
330
$9K 0.01%
+115
331
$9K 0.01%
+255
332
$9K 0.01%
+250
333
$9K 0.01%
+100
334
$9K 0.01%
+420
335
$8K 0.01%
+100
336
$8K 0.01%
+200
337
$8K 0.01%
+139
338
$8K 0.01%
+385
339
$8K 0.01%
+282
340
$8K 0.01%
+75
341
$8K 0.01%
+70
342
$8K 0.01%
+80
343
$8K 0.01%
+250
344
$8K 0.01%
+269
345
$8K 0.01%
+300
346
$8K 0.01%
+400
347
$8K 0.01%
+1,460
348
$8K 0.01%
+160
349
$8K 0.01%
+400
350
$7K 0.01%
+200
12 13
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