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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
Newell Brands
NWL
+$44.6K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
+166
377
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50
378
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50
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+200
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40
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383
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360
+27
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30
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100
386
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112
+2
387
$6K ﹤0.01%
141
+1
388
$6K ﹤0.01%
600
389
$5K ﹤0.01%
66
+1
390
$5K ﹤0.01%
221
+18
391
$5K ﹤0.01%
316
+22
392
$5K ﹤0.01%
264
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$5K ﹤0.01%
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394
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85
395
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78
+28
396
$4K ﹤0.01%
222
397
$4K ﹤0.01%
183
-98
398
$4K ﹤0.01%
+270
399
$4K ﹤0.01%
100
400
$4K ﹤0.01%
82
+1
14 15
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