WCM

Whitener Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 25.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$773K
3
+$690K
4
XOM icon
Exxon Mobil
XOM
+$648K
5
MSFT icon
Microsoft
MSFT
+$603K

Top Sells

1
+$567K
2
+$341K
3
+$204K
4
PX
Praxair Inc
PX
+$182K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$159K

Sector Composition

1 Financials 18.29%
2 Healthcare 11.03%
3 Consumer Staples 10.25%
4 Technology 10.15%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
+54
377
$6K ﹤0.01%
18
378
$6K ﹤0.01%
2,100
-4,275
379
$6K ﹤0.01%
30
380
$6K ﹤0.01%
600
381
$6K ﹤0.01%
+80
382
$6K ﹤0.01%
300
383
$5K ﹤0.01%
300
384
$5K ﹤0.01%
100
385
$5K ﹤0.01%
+48
386
$5K ﹤0.01%
100
387
$5K ﹤0.01%
+35
388
$5K ﹤0.01%
100
389
$5K ﹤0.01%
+400
390
$4K ﹤0.01%
222
391
$4K ﹤0.01%
250
392
$4K ﹤0.01%
+156
393
$4K ﹤0.01%
288
+36
394
$4K ﹤0.01%
231
+39
395
$4K ﹤0.01%
500
396
$4K ﹤0.01%
100
-200
397
$4K ﹤0.01%
+59
398
$4K ﹤0.01%
48
399
$4K ﹤0.01%
138
+38
400
$4K ﹤0.01%
120
14 15
16
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