WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
+2.7%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$182M
AUM Growth
+$6.39M
(+3.6%)
Cap. Flow
+$2.91M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
35.27%
Holding
539
New
45
Increased
121
Reduced
72
Closed
34
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$433K |
| 2 |
Cisco
CSCO
|
$382K |
| 3 |
Emerson Electric
EMR
|
$343K |
| 4 |
RTX Corp
RTX
|
$281K |
| 5 |
Microsoft
MSFT
|
$273K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$955K |
| 2 |
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
|
$511K |
| 3 |
Visa
V
|
$192K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$138K |
| 5 |
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% |
