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

Top Buys

1
+$969K
2
+$661K
3
+$539K
4
NFLX icon
Netflix
NFLX
+$475K
5
VZ icon
Verizon
VZ
+$453K

Top Sells

1
+$1.39M
2
+$918K
3
+$906K
4
KHC icon
Kraft Heinz
KHC
+$778K
5
AMGN icon
Amgen
AMGN
+$350K

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%
50
427
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+152
428
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30
429
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+38
431
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300
432
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240
433
$2K ﹤0.01%
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50
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500
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+1,000
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+50
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150
442
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443
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89
+19
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445
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+20
446
$1K ﹤0.01%
49
447
– –
0
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100
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$1K ﹤0.01%
2
450
$1K ﹤0.01%
+202
16 17
18
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