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
$305M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$808K
3
+$420K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$361K
5
PEP icon
PepsiCo
PEP
+$350K

Top Sells

1
+$757K
2
+$320K
3
+$218K
4
TSLA icon
Tesla
TSLA
+$211K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208K

Sector Composition

1 Technology 18.85%
2 Financials 17.4%
3 Consumer Staples 11.38%
4 Healthcare 10.36%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 0.96%
11,532
+514
27
$2.79M 0.91%
24,581
-164
28
$2.63M 0.86%
6,410
+469
29
$2.34M 0.76%
23,149
+2
30
$2.28M 0.75%
4,612
+850
31
$2.28M 0.75%
14,435
+871
32
$2.24M 0.73%
99,867
+123
33
$2.15M 0.71%
5,399
+180
34
$2.08M 0.68%
2,840
+20
35
$1.99M 0.65%
74,136
+5,346
36
$1.97M 0.65%
6,941
+38
37
$1.94M 0.64%
17,111
+462
38
$1.91M 0.63%
4,500
39
$1.86M 0.61%
4,009
-50
40
$1.73M 0.57%
3,571
+31
41
$1.72M 0.56%
6,762
-120
42
$1.7M 0.56%
27,755
+346
43
$1.68M 0.55%
39,895
+895
44
$1.64M 0.54%
74,067
+1,852
45
$1.62M 0.53%
9,155
-55
46
$1.62M 0.53%
3,365
47
$1.47M 0.48%
15,115
+1,009
48
$1.45M 0.47%
11,179
+50
49
$1.44M 0.47%
10,162
+152
50
$1.44M 0.47%
7,520
+90
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2
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