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%
25
427
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50
428
$2K ﹤0.01%
+152
429
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30
430
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34
431
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+38
432
$2K ﹤0.01%
+27
433
$2K ﹤0.01%
300
434
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+50
435
$2K ﹤0.01%
89
+19
436
$2K ﹤0.01%
63
437
$2K ﹤0.01%
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+20
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58
441
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48
442
$2K ﹤0.01%
50
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500
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437
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$2K ﹤0.01%
+1,000
446
$1K ﹤0.01%
+280
447
$1K ﹤0.01%
39
448
$1K ﹤0.01%
49
449
– –
0
450
$1K ﹤0.01%
100
16 17
18
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