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
$152M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$378K
3
+$352K
4
IONS icon
Ionis Pharmaceuticals
IONS
+$339K
5
WMT icon
Walmart
WMT
+$258K

Top Sells

1
+$230K
2
+$225K
3
+$136K
4
JPI
Nuveen Preferred Securities & Income Opportunities Fund
JPI
+$134K
5
DINO icon
HF Sinclair
DINO
+$103K

Sector Composition

1 Financials 17.55%
2 Healthcare 11.6%
3 Technology 11.03%
4 Consumer Discretionary 10.53%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
+100
402
$3K ﹤0.01%
+250
403
$3K ﹤0.01%
+150
404
$3K ﹤0.01%
+50
405
$3K ﹤0.01%
+222
406
$3K ﹤0.01%
+100
407
$3K ﹤0.01%
+51
408
$3K ﹤0.01%
+31
409
$3K ﹤0.01%
+23
410
$3K ﹤0.01%
+100
411
$3K ﹤0.01%
+61
412
$3K ﹤0.01%
+48
413
$3K ﹤0.01%
+97
414
$3K ﹤0.01%
+150
415
$3K ﹤0.01%
+19
416
$3K ﹤0.01%
+200
417
$2K ﹤0.01%
+15
418
$2K ﹤0.01%
+50
419
$2K ﹤0.01%
+61
420
$2K ﹤0.01%
+25
421
$2K ﹤0.01%
+50
422
$2K ﹤0.01%
+30
423
$2K ﹤0.01%
+112
424
$2K ﹤0.01%
+34
425
$2K ﹤0.01%
+63
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