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
$250M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$372K
3
+$346K
4
MCD icon
McDonald's
MCD
+$330K
5
PG icon
Procter & Gamble
PG
+$300K

Top Sells

1
+$262K
2
+$260K
3
+$236K
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$228K
5
AAPL icon
Apple
AAPL
+$224K

Sector Composition

1 Technology 17.58%
2 Financials 16.56%
3 Consumer Staples 12.04%
4 Healthcare 10.89%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.96%
24,782
+100
27
$2.33M 0.93%
13,789
+228
28
$2.29M 0.92%
11,028
-140
29
$2.11M 0.85%
24,187
-200
30
$1.88M 0.75%
4,976
+310
31
$1.87M 0.75%
100,446
-3,225
32
$1.86M 0.74%
6,918
+57
33
$1.83M 0.73%
10,753
+128
34
$1.73M 0.69%
3,440
+30
35
$1.64M 0.66%
4,500
36
$1.62M 0.65%
68,625
+5,541
37
$1.62M 0.65%
2,865
-160
38
$1.6M 0.64%
48,179
-582
39
$1.6M 0.64%
71,759
+1,567
40
$1.54M 0.62%
5,269
+30
41
$1.51M 0.61%
4,059
42
$1.5M 0.6%
7,607
+1
43
$1.49M 0.6%
12,344
-2,165
44
$1.44M 0.57%
25,638
-73
45
$1.43M 0.57%
14,818
-170
46
$1.37M 0.55%
39,020
+1,854
47
$1.33M 0.53%
3,365
48
$1.28M 0.51%
11,549
-63
49
$1.24M 0.5%
38,388
-4,407
50
$1.21M 0.48%
10,312
+146
1
2
3 4 5