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
$182M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1 +$433K
2 +$382K
3 +$343K
4
RTX icon
RTX Corp
RTX
+$281K
5
MSFT icon
Microsoft
MSFT
+$273K

Top Sells

1 +$955K
2 +$511K
3 +$192K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$138K
5
D icon
Dominion Energy
D
+$125K

Sector Composition

1 Financials 17.8%
2 Technology 13.03%
3 Consumer Staples 11.74%
4 Healthcare 11.18%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$8K ﹤0.01%
300
377
$7K ﹤0.01%
377
378
$7K ﹤0.01%
+25
379
$7K ﹤0.01%
1,220
380
$7K ﹤0.01%
565
+81
381
$7K ﹤0.01%
+129
382
$7K ﹤0.01%
210
383
$7K ﹤0.01%
378
+18
384
$7K ﹤0.01%
+100
385
$7K ﹤0.01%
276
386
$7K ﹤0.01%
30
387
$7K ﹤0.01%
100
+41
388
$7K ﹤0.01%
620
389
$6K ﹤0.01%
75
390
$6K ﹤0.01%
100
391
$6K ﹤0.01%
230
+9
392
$6K ﹤0.01%
274
+10
393
$6K ﹤0.01%
113
+1
394
$6K ﹤0.01%
600
395
$5K ﹤0.01%
+124
396
$5K ﹤0.01%
600
397
$5K ﹤0.01%
166
398
$5K ﹤0.01%
50
399
$5K ﹤0.01%
67
+1
400
$5K ﹤0.01%
50