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
$127M
AUM Growth
-$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$379K
3
+$293K
4
WMT icon
Walmart
WMT
+$286K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$235K

Top Sells

1
+$430K
2
+$215K
3
+$192K
4
ORCL icon
Oracle
ORCL
+$185K
5
BIIB icon
Biogen
BIIB
+$180K

Sector Composition

1 Financials 18.35%
2 Healthcare 11.01%
3 Consumer Discretionary 10.81%
4 Communication Services 10.66%
5 Technology 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.88%
5,500
-100
27
$1.09M 0.86%
12,785
-585
28
$1.09M 0.86%
44,995
+3,758
29
$1.09M 0.86%
5,905
+42
30
$1.04M 0.82%
5,592
31
$1.04M 0.82%
9,439
32
$1.02M 0.8%
3,044
-50
33
$987K 0.78%
17,045
+194
34
$954K 0.75%
14,001
-70
35
$934K 0.73%
4,183
-135
36
$925K 0.73%
19,065
-150
37
$917K 0.72%
14,604
+3,571
38
$911K 0.72%
5,718
-30
39
$900K 0.71%
74,530
+8,444
40
$898K 0.71%
72,204
+6,756
41
$897K 0.7%
20,467
+50
42
$889K 0.7%
2,175
-300
43
$864K 0.68%
4,400
44
$863K 0.68%
17,820
45
$855K 0.67%
4,385
+130
46
$848K 0.67%
10,514
-1,340
47
$846K 0.66%
16,819
+800
48
$839K 0.66%
27,375
49
$828K 0.65%
13,585
+100
50
$797K 0.63%
3,250
1
2
3 4 5