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
$182M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$433K
2
+$382K
3
+$343K
4
RTX icon
RTX Corp
RTX
+$281K
5
MSFT icon
Microsoft
MSFT
+$273K

Top Sells

1
+$955K
2
+$511K
3
+$192K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$138K
5
D icon
Dominion Energy
D
+$125K

Sector Composition

1 Financials 17.8%
2 Technology 13.03%
3 Consumer Staples 11.74%
4 Healthcare 11.18%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K 0.01%
400
352
$10K 0.01%
1,151
-50
353
$10K 0.01%
275
354
$10K 0.01%
282
355
$10K 0.01%
+257
356
$10K 0.01%
50
357
$10K 0.01%
70
358
$10K 0.01%
105
359
$9K ﹤0.01%
200
360
$9K ﹤0.01%
37
361
$9K ﹤0.01%
100
362
$9K ﹤0.01%
62
363
$9K ﹤0.01%
400
364
$9K ﹤0.01%
100
365
$9K ﹤0.01%
379
366
$8K ﹤0.01%
100
367
$8K ﹤0.01%
100
368
$8K ﹤0.01%
240
369
$8K ﹤0.01%
200
370
$8K ﹤0.01%
200
371
$8K ﹤0.01%
220
372
$8K ﹤0.01%
75
373
$8K ﹤0.01%
+157
374
$8K ﹤0.01%
150
375
$8K ﹤0.01%
500
13 14
15
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