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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$625K
3
+$537K
4
NFLX icon
Netflix
NFLX
+$461K
5
VZ icon
Verizon
VZ
+$434K

Top Sells

1
+$1.29M
2
+$975K
3
+$918K
4
META icon
Meta Platforms (Facebook)
META
+$865K
5
AMGN icon
Amgen
AMGN
+$352K

Sector Composition

1 Financials 17.63%
2 Healthcare 11.75%
3 Technology 11.25%
4 Consumer Staples 10.56%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
97
402
$3K ﹤0.01%
256
-1,138
403
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200
404
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100
405
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100
406
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407
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50
408
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+60
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410
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411
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412
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415
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+82
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$3K ﹤0.01%
+50
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$3K ﹤0.01%
+80
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$2K ﹤0.01%
+33
420
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+100
421
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18
422
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423
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61
424
$2K ﹤0.01%
+30
425
$2K ﹤0.01%
+33
15 16
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