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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.81M
3
+$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$978K 0.84%
+15,140
27
$948K 0.82%
+5,600
28
$946K 0.81%
+11,725
29
$937K 0.81%
+4,243
30
$930K 0.8%
+13,030
31
$891K 0.77%
+3,024
32
$888K 0.76%
+66,683
33
$883K 0.76%
+9,135
34
$858K 0.74%
+10,592
35
$854K 0.73%
+10,987
36
$826K 0.71%
+18,007
37
$817K 0.7%
+4,259
38
$806K 0.69%
+17,470
39
$803K 0.69%
+4,084
40
$767K 0.66%
+14,292
41
$761K 0.65%
+9,102
42
$740K 0.64%
+3,905
43
$740K 0.64%
+2,776
44
$734K 0.63%
+13,869
45
$719K 0.62%
+19,140
46
$716K 0.62%
+3,250
47
$710K 0.61%
+24,064
48
$701K 0.6%
+5,763
49
$679K 0.58%
+3,905
50
$673K 0.58%
+4,450
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