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
376
$5K ﹤0.01%
+1,600
377
$5K ﹤0.01%
+220
378
$5K ﹤0.01%
+150
379
$5K ﹤0.01%
+264
380
$5K ﹤0.01%
+101
381
$4K ﹤0.01%
+222
382
$4K ﹤0.01%
+200
383
$4K ﹤0.01%
+100
384
$4K ﹤0.01%
+100
385
$4K ﹤0.01%
+173
386
$4K ﹤0.01%
+300
387
$4K ﹤0.01%
+216
388
$4K ﹤0.01%
+240
389
$4K ﹤0.01%
+59
390
$4K ﹤0.01%
+80
391
$4K ﹤0.01%
+120
392
$3K ﹤0.01%
+100
393
$3K ﹤0.01%
+100
394
$3K ﹤0.01%
+109
395
$3K ﹤0.01%
+8
396
$3K ﹤0.01%
+65
397
$3K ﹤0.01%
+97
398
$3K ﹤0.01%
+50
399
$3K ﹤0.01%
+150
400
$3K ﹤0.01%
+160
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