WCM

Whitener Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 25.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.19%
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
+$973K
2
+$625K
3
+$537K
4
NFLX icon
Netflix
NFLX
+$461K
5
VZ icon
Verizon
VZ
+$434K

Top Sells

1
+$1.29M
2
+$975K
3
+$918K
4
META icon
Meta Platforms (Facebook)
META
+$865K
5
AMGN icon
Amgen
AMGN
+$352K

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
326
$11K 0.01%
400
327
$11K 0.01%
255
328
$11K 0.01%
275
329
$11K 0.01%
500
330
$11K 0.01%
220
331
$11K 0.01%
100
332
$10K 0.01%
400
333
$10K 0.01%
235
334
$10K 0.01%
135
335
$10K 0.01%
+300
336
$10K 0.01%
1,201
337
$10K 0.01%
110
-81
338
$10K 0.01%
50
339
$10K 0.01%
100
340
$10K 0.01%
100
341
$10K 0.01%
500
342
$10K 0.01%
600
343
$10K 0.01%
400
344
$10K 0.01%
379
345
$9K 0.01%
651
-416
346
$9K 0.01%
61
+1
347
$9K 0.01%
282
348
$9K 0.01%
70
349
$9K 0.01%
+62
350
$9K 0.01%
150
12 13
14
15 16