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
$251M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$430K
3
+$382K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$374K
5
CVX icon
Chevron
CVX
+$359K

Top Sells

1
+$616K
2
+$463K
3
+$436K
4
TXN icon
Texas Instruments
TXN
+$422K
5
AKAM icon
Akamai
AKAM
+$339K

Sector Composition

1 Technology 17.16%
2 Financials 16.94%
3 Consumer Discretionary 12.39%
4 Healthcare 10.65%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.96%
43,409
+4,048
27
$2.36M 0.94%
7,406
+365
28
$2.16M 0.86%
7,770
+390
29
$2.15M 0.86%
9,880
+47
30
$2.15M 0.86%
16,077
+1,060
31
$2.14M 0.85%
38,283
+1,700
32
$2.08M 0.83%
20,115
-125
33
$1.96M 0.78%
107,337
+2,871
34
$1.94M 0.77%
49,640
+2,437
35
$1.93M 0.77%
4,700
36
$1.84M 0.73%
14,830
-50
37
$1.84M 0.73%
5,281
-275
38
$1.69M 0.67%
6,949
+51
39
$1.69M 0.67%
22,940
+550
40
$1.68M 0.67%
8,651
+100
41
$1.63M 0.65%
5,328
+6
42
$1.61M 0.64%
9,678
+1,038
43
$1.55M 0.62%
5,841
-25
44
$1.55M 0.62%
6,468
+510
45
$1.51M 0.6%
24,009
+475
46
$1.5M 0.6%
6,138
+238
47
$1.46M 0.58%
25,998
+150
48
$1.43M 0.57%
3,915
49
$1.41M 0.56%
17,492
-100
50
$1.38M 0.55%
4,760
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