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
351
$7K 0.01%
+200
352
$6K 0.01%
+75
353
$6K 0.01%
+200
354
$6K 0.01%
+50
355
$6K 0.01%
+240
356
$6K 0.01%
+50
357
$6K 0.01%
+175
358
$6K 0.01%
+80
359
$6K 0.01%
+600
360
$6K 0.01%
+48
361
$6K 0.01%
+100
362
$6K 0.01%
+169
363
$5K ﹤0.01%
+100
364
$5K ﹤0.01%
+300
365
$5K ﹤0.01%
+222
366
$5K ﹤0.01%
+150
367
$5K ﹤0.01%
+100
368
$5K ﹤0.01%
+18
369
$5K ﹤0.01%
+30
370
$5K ﹤0.01%
+99
371
$5K ﹤0.01%
+100
372
$4K ﹤0.01%
+61
373
$4K ﹤0.01%
+107
374
$4K ﹤0.01%
+100
375
$4K ﹤0.01%
+250
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