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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$625K
3
+$537K
4
NFLX icon
Netflix
NFLX
+$461K
5
VZ icon
Verizon
VZ
+$434K

Top Sells

1
+$1.29M
2
+$975K
3
+$918K
4
META icon
Meta Platforms (Facebook)
META
+$865K
5
AMGN icon
Amgen
AMGN
+$352K

Sector Composition

1 Financials 17.63%
2 Healthcare 11.75%
3 Technology 11.25%
4 Consumer Staples 10.56%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
+27
427
$2K ﹤0.01%
300
428
$2K ﹤0.01%
+50
429
$2K ﹤0.01%
89
+19
430
$2K ﹤0.01%
63
431
$2K ﹤0.01%
150
432
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240
433
$2K ﹤0.01%
+20
434
$2K ﹤0.01%
+33
435
$2K ﹤0.01%
+100
436
$2K ﹤0.01%
18
437
$2K ﹤0.01%
21
438
$2K ﹤0.01%
61
439
$2K ﹤0.01%
+30
440
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58
441
$2K ﹤0.01%
48
442
$2K ﹤0.01%
50
443
$2K ﹤0.01%
500
444
$2K ﹤0.01%
437
445
$2K ﹤0.01%
+1,000
446
$1K ﹤0.01%
33
+4
447
$1K ﹤0.01%
110
448
$1K ﹤0.01%
100
449
$1K ﹤0.01%
+13
450
$1K ﹤0.01%
+93
16 17
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