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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.3M
3
+$1.07M
4
PEP icon
PepsiCo
PEP
+$970K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$933K

Top Sells

1
+$132K
2
+$94.5K
3
+$92.2K
4
CSCO icon
Cisco
CSCO
+$61.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.5K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
59
402
$4K ﹤0.01%
460
403
$4K ﹤0.01%
420
404
$3K ﹤0.01%
100
405
$3K ﹤0.01%
+37
406
$3K ﹤0.01%
65
407
$3K ﹤0.01%
300
-250
408
$3K ﹤0.01%
+100
409
$3K ﹤0.01%
200
410
$3K ﹤0.01%
25
411
$3K ﹤0.01%
154
+2
412
$3K ﹤0.01%
100
413
$3K ﹤0.01%
100
414
$3K ﹤0.01%
150
415
$3K ﹤0.01%
50
416
$3K ﹤0.01%
50
417
$3K ﹤0.01%
100
418
$3K ﹤0.01%
20
419
$3K ﹤0.01%
51
420
$3K ﹤0.01%
31
421
$3K ﹤0.01%
23
422
$3K ﹤0.01%
99
-53
423
$3K ﹤0.01%
122
424
$3K ﹤0.01%
83
+1
425
$3K ﹤0.01%
+500
15 16
17
18 19