WCM

Whitener Capital Management Portfolio holdings

AUM $438M
1-Year Est. Return 27.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.17%
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
+$1.57M
2
+$1.3M
3
+$1.07M
4
PEP icon
PepsiCo
PEP
+$970K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$933K

Top Sells

1
+$132K
2
+$94.5K
3
+$92.2K
4
CSCO icon
Cisco
CSCO
+$61.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.5K

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
451
$1K ﹤0.01%
100
452
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100
453
$1K ﹤0.01%
35
454
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29
455
$1K ﹤0.01%
21
456
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37
+2
457
$1K ﹤0.01%
66
+4
458
$1K ﹤0.01%
33
459
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36
+3
460
$1K ﹤0.01%
110
461
$1K ﹤0.01%
100
462
$1K ﹤0.01%
48
463
$1K ﹤0.01%
150
464
$1K ﹤0.01%
50
465
$1K ﹤0.01%
+31
466
$1K ﹤0.01%
287
-150
467
$1K ﹤0.01%
200
468
$1K ﹤0.01%
2
469
$1K ﹤0.01%
204
+2
470
$0 ﹤0.01%
+141
471
– –
0
472
$0 ﹤0.01%
12
473
$0 ﹤0.01%
6
474
– –
-100
475
– –
-3,777
17 18
19
20 21