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
$127M
AUM Growth
-$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$390K
3
+$320K
4
WMT icon
Walmart Inc
WMT
+$285K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$234K

Top Sells

1
+$430K
2
+$215K
3
+$192K
4
ORCL icon
Oracle
ORCL
+$185K
5
BIIB icon
Biogen
BIIB
+$180K

Sector Composition

1 Financials 18.35%
2 Healthcare 11.01%
3 Consumer Discretionary 10.81%
4 Communication Services 10.66%
5 Technology 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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