WCM

Whitener Capital Management Portfolio holdings

AUM $438M
1-Year Est. Return 27.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.36M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.31M
5
V icon
Visa
V
+$3.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$0 ﹤0.01%
+17
427
$0 ﹤0.01%
+34
428
$0 ﹤0.01%
+18
429
$0 ﹤0.01%
+8
430
$0 ﹤0.01%
+110
431
$0 ﹤0.01%
+12
432
$0 ﹤0.01%
+22
433
$0 ﹤0.01%
+100
434
$0 ﹤0.01%
+10
435
$0 ﹤0.01%
+33
436
– –
0
437
– –
0
438
$0 ﹤0.01%
+7
439
$0 ﹤0.01%
+23
440
$0 ﹤0.01%
+25
441
$0 ﹤0.01%
+1
442
$0 ﹤0.01%
+11
443
$0 ﹤0.01%
+5
444
– –
0
445
$0 ﹤0.01%
+16
446
$0 ﹤0.01%
+14
447
$0 ﹤0.01%
+18
448
$0 ﹤0.01%
+40
449
$0 ﹤0.01%
+100
450
– –
0
15 16 17
18
19