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

Top Buys

1
+$973K
2
+$625K
3
+$537K
4
NFLX icon
Netflix
NFLX
+$461K
5
VZ icon
Verizon
VZ
+$434K

Top Sells

1
+$1.29M
2
+$975K
3
+$918K
4
META icon
Meta Platforms (Facebook)
META
+$865K
5
AMGN icon
Amgen
AMGN
+$352K

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
376
$5K ﹤0.01%
+300
377
$5K ﹤0.01%
+60
378
$5K ﹤0.01%
300
379
$5K ﹤0.01%
+65
380
$5K ﹤0.01%
50
381
$5K ﹤0.01%
100
382
$5K ﹤0.01%
+100
383
$5K ﹤0.01%
203
+23
384
$5K ﹤0.01%
+281
385
$5K ﹤0.01%
244
+18
386
$5K ﹤0.01%
100
387
$5K ﹤0.01%
+70
388
$5K ﹤0.01%
+110
389
$5K ﹤0.01%
+85
390
$5K ﹤0.01%
140
-140
391
$5K ﹤0.01%
152
392
$5K ﹤0.01%
81
393
$5K ﹤0.01%
+460
394
$4K ﹤0.01%
222
395
$4K ﹤0.01%
100
396
$4K ﹤0.01%
294
+42
397
$4K ﹤0.01%
+25
398
$4K ﹤0.01%
59
399
$3K ﹤0.01%
111
+1
400
$3K ﹤0.01%
65
14 15
16
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