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
$152M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$378K
3
+$352K
4
IONS icon
Ionis Pharmaceuticals
IONS
+$339K
5
WMT icon
Walmart
WMT
+$258K

Top Sells

1
+$230K
2
+$225K
3
+$136K
4
JPI
Nuveen Preferred Securities & Income Opportunities Fund
JPI
+$134K
5
DINO icon
HF Sinclair
DINO
+$103K

Sector Composition

1 Financials 17.55%
2 Healthcare 11.6%
3 Technology 11.03%
4 Consumer Discretionary 10.53%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K 0.01%
+240
352
$8K 0.01%
+282
353
$8K 0.01%
+276
354
$8K 0.01%
+269
355
$8K 0.01%
+300
356
$8K 0.01%
+100
357
$7K ﹤0.01%
+300
358
$7K ﹤0.01%
+385
359
$7K ﹤0.01%
+200
360
$7K ﹤0.01%
+100
361
$7K ﹤0.01%
+30
362
$7K ﹤0.01%
+400
363
$6K ﹤0.01%
+75
364
$6K ﹤0.01%
+50
365
$6K ﹤0.01%
+50
366
$6K ﹤0.01%
+100
367
$6K ﹤0.01%
+40
368
$6K ﹤0.01%
+100
369
$6K ﹤0.01%
+600
370
$6K ﹤0.01%
+80
371
$6K ﹤0.01%
+420
372
$5K ﹤0.01%
+100
373
$5K ﹤0.01%
+132
374
$5K ﹤0.01%
+300
375
$5K ﹤0.01%
+100
13 14
15
16 17