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
$152M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$381K
3
+$380K
4
IONS icon
Ionis Pharmaceuticals
IONS
+$310K
5
WMT icon
Walmart Inc
WMT
+$252K

Top Sells

1
+$216K
2
+$197K
3
+$137K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$134K
5
DINO icon
HF Sinclair
DINO
+$104K

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%
+112
427
$2K ﹤0.01%
+34
428
$2K ﹤0.01%
+63
429
$2K ﹤0.01%
+150
430
$2K ﹤0.01%
+110
431
$2K ﹤0.01%
+100
432
$1K ﹤0.01%
+6
433
$1K ﹤0.01%
+39
434
$1K ﹤0.01%
+49
435
$1K ﹤0.01%
+3
436
$1K ﹤0.01%
+100
437
$1K ﹤0.01%
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438
$1K ﹤0.01%
+4
439
$1K ﹤0.01%
+2
440
$1K ﹤0.01%
+20
441
$1K ﹤0.01%
+100
442
$1K ﹤0.01%
+35
443
$1K ﹤0.01%
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444
$1K ﹤0.01%
+21
445
$1K ﹤0.01%
+63
446
$1K ﹤0.01%
+52
447
$1K ﹤0.01%
+33
448
$1K ﹤0.01%
+27
449
$1K ﹤0.01%
+28
450
$1K ﹤0.01%
+60
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