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
$357M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$531K
3
+$407K
4
PEP icon
PepsiCo
PEP
+$372K
5
CVX icon
Chevron
CVX
+$364K

Top Sells

1
+$1.6M
2
+$719K
3
+$637K
4
AAPL icon
Apple
AAPL
+$570K
5
MA icon
Mastercard
MA
+$527K

Sector Composition

1 Technology 19.72%
2 Financials 17.59%
3 Consumer Staples 11.73%
4 Industrials 10.13%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 0.86%
7,213
+99
27
$2.98M 0.83%
5,884
+130
28
$2.89M 0.81%
19,958
-1,618
29
$2.88M 0.81%
25,420
-700
30
$2.75M 0.77%
5,271
31
$2.75M 0.77%
22,819
-45
32
$2.65M 0.74%
2,890
+105
33
$2.59M 0.73%
34,222
-1,426
34
$2.55M 0.71%
20,565
+208
35
$2.32M 0.65%
3,966
-85
36
$2.32M 0.65%
97,949
-1,525
37
$2.22M 0.62%
4,450
-50
38
$2.2M 0.62%
17,007
+238
39
$2.14M 0.6%
34,336
+673
40
$2.08M 0.58%
11,458
+12
41
$2.04M 0.57%
74,778
-1,176
42
$1.98M 0.56%
74,790
+22,145
43
$1.95M 0.55%
39,480
-302
44
$1.94M 0.54%
16,793
+1,272
45
$1.83M 0.51%
35,023
+603
46
$1.76M 0.49%
6,763
47
$1.68M 0.47%
4,009
48
$1.67M 0.47%
4,777
-142
49
$1.61M 0.45%
7,328
-140
50
$1.61M 0.45%
6,847
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