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
$182M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$433K
2
+$382K
3
+$343K
4
RTX icon
RTX Corp
RTX
+$281K
5
MSFT icon
Microsoft
MSFT
+$273K

Top Sells

1
+$955K
2
+$511K
3
+$192K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$138K
5
D icon
Dominion Energy
D
+$125K

Sector Composition

1 Financials 17.8%
2 Technology 13.03%
3 Consumer Staples 11.74%
4 Healthcare 11.18%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
+31
427
$3K ﹤0.01%
+93
428
$3K ﹤0.01%
100
429
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150
430
$3K ﹤0.01%
50
431
$3K ﹤0.01%
+100
432
$3K ﹤0.01%
20
433
$3K ﹤0.01%
31
434
$3K ﹤0.01%
48
-30
435
$3K ﹤0.01%
460
436
$3K ﹤0.01%
+724
437
$3K ﹤0.01%
1,450
-1,400
438
$3K ﹤0.01%
+200
439
$2K ﹤0.01%
100
440
$2K ﹤0.01%
61
441
$2K ﹤0.01%
300
442
$2K ﹤0.01%
100
443
$2K ﹤0.01%
30
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$2K ﹤0.01%
34
445
$2K ﹤0.01%
+20
446
$2K ﹤0.01%
167
-16
447
$2K ﹤0.01%
50
448
$2K ﹤0.01%
93
449
$2K ﹤0.01%
63
450
$2K ﹤0.01%
+10
16 17
18
19 20