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
$212M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$439K
3
+$417K
4
TGT icon
Target
TGT
+$416K
5
MMM icon
3M
MMM
+$357K

Top Sells

1
+$833K
2
+$732K
3
+$261K
4
BND icon
Vanguard Total Bond Market
BND
+$217K
5
NVDA icon
NVIDIA
NVDA
+$215K

Sector Composition

1 Technology 16.16%
2 Financials 15.61%
3 Consumer Staples 12.97%
4 Healthcare 12.53%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.03%
24,850
+400
27
$2.15M 1.02%
7,805
-632
28
$2.13M 1.01%
11,339
+429
29
$1.91M 0.9%
11,635
+150
30
$1.82M 0.86%
12,255
+2,807
31
$1.75M 0.83%
110,223
+150
32
$1.7M 0.8%
15,080
-285
33
$1.66M 0.79%
43,817
+1,147
34
$1.65M 0.78%
5,400
+800
35
$1.62M 0.77%
7,739
-299
36
$1.61M 0.76%
132,910
-17,720
37
$1.57M 0.74%
6,959
-223
38
$1.53M 0.72%
22,105
+275
39
$1.52M 0.72%
3,018
+36
40
$1.47M 0.7%
17,829
-947
41
$1.43M 0.68%
3,033
+80
42
$1.36M 0.64%
24,314
-100
43
$1.3M 0.61%
3,890
+1,315
44
$1.26M 0.6%
15,612
-53
45
$1.25M 0.59%
66,838
+4,430
46
$1.24M 0.59%
39,395
+493
47
$1.21M 0.57%
13,118
+3,865
48
$1.18M 0.56%
8,222
+616
49
$1.13M 0.53%
4,194
50
$1.01M 0.48%
10,698
+343
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