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
376
$4K ﹤0.01%
+440
377
$4K ﹤0.01%
+252
378
$4K ﹤0.01%
+500
379
$4K ﹤0.01%
+100
380
$4K ﹤0.01%
+120
381
$4K ﹤0.01%
+100
382
$3K ﹤0.01%
+100
383
$3K ﹤0.01%
+72
384
$3K ﹤0.01%
+265
385
$3K ﹤0.01%
+200
386
$3K ﹤0.01%
+100
387
$3K ﹤0.01%
+30
388
$3K ﹤0.01%
+100
389
$3K ﹤0.01%
+150
390
$3K ﹤0.01%
+50
391
$3K ﹤0.01%
+192
392
$3K ﹤0.01%
+150
393
$3K ﹤0.01%
+100
394
$3K ﹤0.01%
+100
395
$3K ﹤0.01%
+110
396
$2K ﹤0.01%
+50
397
$2K ﹤0.01%
+97
398
$2K ﹤0.01%
+200
399
$2K ﹤0.01%
+113
400
$2K ﹤0.01%
+142
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