WCM

Whitener Capital Management Portfolio holdings

AUM $438M
1-Year Est. Return 27.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.36M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.31M
5
V icon
Visa
V
+$3.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
+142
402
$2K ﹤0.01%
+200
403
$2K ﹤0.01%
+140
404
$2K ﹤0.01%
+112
405
$2K ﹤0.01%
+97
406
$2K ﹤0.01%
+500
407
$2K ﹤0.01%
+60
408
$1K ﹤0.01%
+18
409
$1K ﹤0.01%
+6
410
$1K ﹤0.01%
+75
411
$1K ﹤0.01%
+50
412
$1K ﹤0.01%
+34
413
$1K ﹤0.01%
+4
414
$1K ﹤0.01%
+5
415
$1K ﹤0.01%
+21
416
$1K ﹤0.01%
+46
417
$1K ﹤0.01%
+50
418
$1K ﹤0.01%
+17
419
$0 ﹤0.01%
+7
420
– –
0
421
$0 ﹤0.01%
+613
422
$0 ﹤0.01%
+30
423
$0 ﹤0.01%
+10
424
$0 ﹤0.01%
+7
425
$0 ﹤0.01%
+10
15 16
17
18 19