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
451
$2K ﹤0.01%
100
452
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150
453
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40
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500
456
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81
457
$2K ﹤0.01%
+120
458
$1K ﹤0.01%
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459
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460
$1K ﹤0.01%
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100
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463
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$1K ﹤0.01%
100
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$1K ﹤0.01%
+40
466
$1K ﹤0.01%
35
467
$1K ﹤0.01%
+10
468
$1K ﹤0.01%
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469
$1K ﹤0.01%
74
+8
470
$1K ﹤0.01%
33
471
$1K ﹤0.01%
40
+4
472
$1K ﹤0.01%
+38
473
$1K ﹤0.01%
160
-80
474
$1K ﹤0.01%
48
475
$1K ﹤0.01%
50
17 18
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