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
451
$1K ﹤0.01%
20
452
$1K ﹤0.01%
100
453
$1K ﹤0.01%
35
454
$1K ﹤0.01%
29
455
$1K ﹤0.01%
33
456
$1K ﹤0.01%
+13
457
$1K ﹤0.01%
+93
458
$1K ﹤0.01%
150
459
$1K ﹤0.01%
200
460
$1K ﹤0.01%
+280
461
$1K ﹤0.01%
39
462
$1K ﹤0.01%
62
+10
463
$1K ﹤0.01%
35
+11
464
$1K ﹤0.01%
33
+4
465
$1K ﹤0.01%
110
466
$1K ﹤0.01%
100
467
– –
0
468
– –
-50
469
– –
0
470
$0 ﹤0.01%
12
471
– –
0
472
– –
-100
473
– –
-24
474
– –
-2,000
475
– –
-200
17 18
19
20 21