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
$353M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$586K
3
+$440K
4
MLM icon
Martin Marietta Materials
MLM
+$398K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$347K

Top Sells

1
+$415K
2
+$399K
3
+$309K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$306K
5
SNOW icon
Snowflake
SNOW
+$296K

Sector Composition

1 Technology 19.9%
2 Financials 16.73%
3 Consumer Staples 12.06%
4 Industrials 10.09%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 0.95%
5,754
+362
27
$3.15M 0.89%
35,648
+429
28
$2.98M 0.84%
26,120
-496
29
$2.97M 0.84%
7,114
+319
30
$2.85M 0.81%
22,864
-485
31
$2.81M 0.8%
19,056
+1,911
32
$2.59M 0.73%
5,271
-163
33
$2.47M 0.7%
2,785
-450
34
$2.42M 0.69%
33,663
+955
35
$2.38M 0.67%
99,474
-1,707
36
$2.32M 0.66%
4,500
37
$2.32M 0.66%
4,051
+80
38
$2.29M 0.65%
16,769
-255
39
$2.23M 0.63%
20,357
+1,966
40
$2.18M 0.62%
6,763
-200
41
$2.14M 0.61%
75,954
-2,130
42
$1.98M 0.56%
39,782
+8
43
$1.96M 0.55%
11,446
+250
44
$1.91M 0.54%
4,009
45
$1.88M 0.53%
15,521
+299
46
$1.76M 0.5%
34,420
+3,830
47
$1.73M 0.49%
77,417
+551
48
$1.7M 0.48%
6,847
-115
49
$1.65M 0.47%
3,350
50
$1.65M 0.47%
7,468
-50
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