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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$661K
3
+$539K
4
NFLX icon
Netflix
NFLX
+$475K
5
VZ icon
Verizon
VZ
+$453K

Top Sells

1
+$1.39M
2
+$918K
3
+$906K
4
KHC icon
Kraft Heinz
KHC
+$778K
5
AMGN icon
Amgen
AMGN
+$350K

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
351
$9K 0.01%
105
352
$8K 0.01%
100
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$8K 0.01%
240
354
$8K 0.01%
200
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$8K 0.01%
210
+60
357
$8K 0.01%
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$8K 0.01%
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359
$7K ﹤0.01%
+7
360
$7K ﹤0.01%
550
361
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100
-15
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$7K ﹤0.01%
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363
$7K ﹤0.01%
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365
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+300
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$6K ﹤0.01%
600
367
$6K ﹤0.01%
30
368
$6K ﹤0.01%
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369
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+100
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$6K ﹤0.01%
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$6K ﹤0.01%
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372
$6K ﹤0.01%
40
373
$6K ﹤0.01%
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374
$6K ﹤0.01%
75
375
$5K ﹤0.01%
100
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