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
$276M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$697K
3
+$482K
4
MO icon
Altria Group
MO
+$416K
5
DE icon
Deere & Co
DE
+$386K

Top Sells

1
+$393K
2
+$361K
3
+$333K
4
ALB icon
Albemarle
ALB
+$283K
5
WMT icon
Walmart
WMT
+$273K

Sector Composition

1 Technology 18.76%
2 Financials 17.35%
3 Consumer Staples 11.11%
4 Industrials 10.52%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.99%
24,745
-37
27
$2.45M 0.89%
11,018
-10
28
$2.38M 0.86%
5,941
+965
29
$2.34M 0.85%
23,147
-1,040
30
$2.06M 0.75%
99,744
-702
31
$2.02M 0.73%
13,564
-225
32
$1.99M 0.72%
6,903
-15
33
$1.98M 0.72%
4,500
34
$1.98M 0.72%
3,762
+322
35
$1.86M 0.67%
2,820
-45
36
$1.76M 0.64%
5,219
-50
37
$1.75M 0.63%
68,790
+165
38
$1.67M 0.6%
4,059
39
$1.63M 0.59%
6,882
-725
40
$1.62M 0.59%
16,649
+1,831
41
$1.62M 0.58%
27,409
+1,771
42
$1.52M 0.55%
39,000
-20
43
$1.48M 0.53%
10,010
-302
44
$1.44M 0.52%
3,365
45
$1.43M 0.52%
72,215
+456
46
$1.35M 0.49%
11,129
-1,215
47
$1.31M 0.47%
9,210
-2,339
48
$1.27M 0.46%
8,793
-1,960
49
$1.25M 0.45%
3,540
+915
50
$1.25M 0.45%
69,234
+2,470
1
2
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