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 Inc
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
426
$2K ﹤0.01%
+150
427
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+110
428
$2K ﹤0.01%
+100
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+500
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+437
432
$1K ﹤0.01%
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436
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440
$1K ﹤0.01%
+63
441
$1K ﹤0.01%
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442
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446
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$1K ﹤0.01%
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448
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+6
449
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+49
450
$1K ﹤0.01%
+3
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