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
$231M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$378K
2
+$330K
3
+$273K
4
VZ icon
Verizon
VZ
+$248K
5
FITB icon
Fifth Third Bancorp
FITB
+$220K

Top Sells

1
+$640K
2
+$200K
3
+$189K
4
GILD icon
Gilead Sciences
GILD
+$142K
5
NFLX icon
Netflix
NFLX
+$99.1K

Sector Composition

1 Technology 17.2%
2 Financials 16.61%
3 Consumer Discretionary 12.47%
4 Healthcare 10.69%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.99%
9,833
+333
27
$2.15M 0.93%
7,041
+241
28
$2.13M 0.92%
36,583
+4,260
29
$2.09M 0.91%
15,017
+15
30
$2.01M 0.87%
150,720
-1,720
31
$1.89M 0.82%
7,380
-15
32
$1.8M 0.78%
104,466
-3,540
33
$1.76M 0.76%
14,880
-351
34
$1.71M 0.74%
47,203
+7,529
35
$1.7M 0.74%
22,390
+375
36
$1.69M 0.73%
20,240
-25
37
$1.66M 0.72%
4,700
38
$1.65M 0.72%
25,848
+560
39
$1.64M 0.71%
5,556
-152
40
$1.63M 0.7%
8,551
-106
41
$1.57M 0.68%
5,866
+92
42
$1.57M 0.68%
6,898
-28
43
$1.55M 0.67%
8,182
-1,000
44
$1.52M 0.66%
5,958
+619
45
$1.48M 0.64%
17,592
+300
46
$1.47M 0.64%
5,900
47
$1.39M 0.6%
3,915
48
$1.39M 0.6%
8,640
+168
49
$1.33M 0.58%
4,760
50
$1.31M 0.57%
23,534
+3,500
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2
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