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
$182M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$433K
2
+$382K
3
+$343K
4
RTX icon
RTX Corp
RTX
+$281K
5
MSFT icon
Microsoft
MSFT
+$273K

Top Sells

1
+$955K
2
+$511K
3
+$192K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$138K
5
D icon
Dominion Energy
D
+$125K

Sector Composition

1 Financials 17.8%
2 Technology 13.03%
3 Consumer Staples 11.74%
4 Healthcare 11.18%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
+66
402
$5K ﹤0.01%
+68
403
$5K ﹤0.01%
330
+14
404
$5K ﹤0.01%
+40
405
$5K ﹤0.01%
100
406
$5K ﹤0.01%
71
+1
407
$5K ﹤0.01%
86
+1
408
$5K ﹤0.01%
143
+2
409
$5K ﹤0.01%
+1,000
410
$4K ﹤0.01%
+10
411
$4K ﹤0.01%
65
412
$4K ﹤0.01%
222
413
$4K ﹤0.01%
99
414
$4K ﹤0.01%
82
415
$4K ﹤0.01%
500
416
$4K ﹤0.01%
420
417
$4K ﹤0.01%
250
-1,360
418
$4K ﹤0.01%
120
419
$4K ﹤0.01%
1,000
420
$3K ﹤0.01%
7
421
$3K ﹤0.01%
400
422
$3K ﹤0.01%
112
+1
423
$3K ﹤0.01%
200
424
$3K ﹤0.01%
25
425
$3K ﹤0.01%
100
15 16
17
18 19