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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
Newell Brands
NWL
+$44.6K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
500
427
$3K ﹤0.01%
120
428
$3K ﹤0.01%
1,000
429
$2K ﹤0.01%
21
430
$2K ﹤0.01%
61
431
$2K ﹤0.01%
111
432
$2K ﹤0.01%
+25
433
$2K ﹤0.01%
146
-110
434
$2K ﹤0.01%
+100
435
$2K ﹤0.01%
50
436
$2K ﹤0.01%
30
437
$2K ﹤0.01%
34
438
$2K ﹤0.01%
+30
439
$2K ﹤0.01%
93
+4
440
$2K ﹤0.01%
63
441
$2K ﹤0.01%
150
442
$2K ﹤0.01%
240
443
$2K ﹤0.01%
58
444
$2K ﹤0.01%
+3
445
$2K ﹤0.01%
+81
446
$2K ﹤0.01%
60
-500
447
$1K ﹤0.01%
281
+1
448
$1K ﹤0.01%
39
449
$1K ﹤0.01%
49
450
$1K ﹤0.01%
3
16 17
18
19 20