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

Top Buys

1
+$1.57M
2
+$1.3M
3
+$1.07M
4
PEP icon
PepsiCo
PEP
+$970K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$933K

Top Sells

1
+$132K
2
+$94.5K
3
+$92.2K
4
CSCO icon
Cisco
CSCO
+$61.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.5K

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
326
$12K 0.01%
651
327
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500
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237
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$12K 0.01%
500
+200
332
$11K 0.01%
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249
+1
334
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335
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$11K 0.01%
500
-3,970
337
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110
338
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339
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100
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500
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100
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$11K 0.01%
379
345
$10K 0.01%
88
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346
$10K 0.01%
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348
$10K 0.01%
255
349
$10K 0.01%
275
350
$10K 0.01%
200
12 13
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