WCM
Whitener Capital Management Portfolio holdings
AUM
$418M
1-Year Est. Return
23.31%
1 Year Est. Return
+23.31%
AUM
$418M
AUM Growth
+$40.2M
(+11%)
Holding
166
Top Buys
| 1 | +$745K | |
| 2 | +$662K | |
| 3 | +$631K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$483K |
| 5 |
Lowe's Companies
LOW
|
+$466K |
Top Sells
| 1 | +$202K | |
| 2 | +$172K | |
| 3 | +$148K | |
| 4 |
B
Barrick Mining
B
|
+$144K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$140K |
Sector Composition
| 1 | Technology | 20.51% |
| 2 | Financials | 18.18% |
| 3 | Consumer Staples | 10.75% |
| 4 | Industrials | 9.93% |
| 5 | Consumer Discretionary | 9.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Abbott
ABT
$223B
| $3.71M | 0.89% |
27,718
+1,900
|
|
||
27
Chevron
CVX
$305B
| $3.61M | 0.86% |
23,227
+61
|
|
||
28
Deere & Co
DE
$127B
| $3.51M | 0.84% |
7,680
+417
|
|
||
29
Merck
MRK
$253B
| $3.39M | 0.81% |
40,421
+834
|
|
||
30
Costco
COST
$404B
| $3.19M | 0.76% |
3,444
+414
|
|
||
31
Royal Bank of Canada
RY
$216B
| $3.17M | 0.76% |
21,522
-330
|
|
||
32
RTX Corp
RTX
$225B
| $2.98M | 0.71% |
17,828
+215
|
|
||
33
Emerson Electric
EMR
$74.1B
| $2.9M | 0.69% |
22,123
+175
|
|
||
34
Intuitive Surgical
ISRG
$201B
| $2.82M | 0.68% |
6,308
+190
|
|
||
35
iShares Gold Trust
IAU
$65.9B
| $2.73M | 0.65% |
37,561
-46
|
|
||
36
Schwab Fundamental US Large Company Index ETF
FNDX
$21.7B
| $2.65M | 0.63% |
100,611
-1,336
|
|
||
37
3M
MMM
$90.6B
| $2.65M | 0.63% |
17,047
+120
|
|
||
38
Palo Alto Networks
PANW
$131B
| $2.43M | 0.58% |
11,956
+397
|
|
||
39
Altria Group
MO
$99.3B
| $2.38M | 0.57% |
36,010
+67
|
|
||
40
Coca-Cola
KO
$310B
| $2.34M | 0.56% |
35,289
+165
|
|
||
41
S&P Global
SPGI
$150B
| $2.25M | 0.54% |
4,613
+111
|
|
||
42
Cummins
CMI
$68.5B
| $2.14M | 0.51% |
5,059
+42
|
|
||
|
B
43
Barrick Mining
B
$71.4B
| $2.11M | 0.51% |
64,479
-4,385
|
|
||
44
Pfizer
PFE
$144B
| $2.02M | 0.48% |
79,124
+4,035
|
|
||
45
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.04B
| $2M | 0.48% |
97,190
+36,239
|
|
||
46
Norfolk Southern
NSC
$65B
| $1.95M | 0.47% |
6,492
-50
|
|
||
47
Linde
LIN
$190B
| $1.94M | 0.46% |
4,085
-3
|
|
||
48
IBM
IBM
$286B
| $1.86M | 0.45% |
6,605
-76
|
|
||
49
Schwab US Dividend Equity ETF
SCHD
$70.9B
| $1.86M | 0.45% |
68,184
-1,765
|
|
||
50
Martin Marietta Materials
MLM
$37.1B
| $1.84M | 0.44% |
2,920
-30
|
|