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
-$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$654K
3
+$645K
4
SCHW icon
Charles Schwab
SCHW
+$491K
5
LOW icon
Lowe's Companies
LOW
+$479K

Top Sells

1
+$587K
2
+$392K
3
+$282K
4
LLY icon
Eli Lilly
LLY
+$279K
5
LMT icon
Lockheed Martin
LMT
+$269K

Sector Composition

1 Financials 18.41%
2 Technology 17.95%
3 Consumer Staples 12.09%
4 Industrials 9.86%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 0.99%
21,148
+1,190
27
$3.5M 0.99%
38,953
-1,550
28
$3.42M 0.97%
7,282
+69
29
$3.3M 0.93%
24,870
-550
30
$3.01M 0.85%
6,079
+808
31
$2.88M 0.81%
3,040
+150
32
$2.72M 0.77%
4,711
+745
33
$2.56M 0.72%
22,670
-149
34
$2.49M 0.71%
34,820
+484
35
$2.49M 0.71%
16,970
-37
36
$2.42M 0.68%
22,032
+1,467
37
$2.37M 0.67%
100,317
+2,368
38
$2.32M 0.66%
17,515
+722
39
$2.32M 0.66%
39,310
-170
40
$2.26M 0.64%
4,450
41
$2.13M 0.6%
35,502
+479
42
$2.13M 0.6%
6,833
+70
43
$2.07M 0.59%
32,682
-1,540
44
$2.02M 0.57%
72,302
-2,476
45
$1.99M 0.56%
11,688
+230
46
$1.87M 0.53%
4,009
47
$1.84M 0.52%
72,613
-2,177
48
$1.78M 0.5%
7,140
-188
49
$1.75M 0.5%
76,715
+3,848
50
$1.66M 0.47%
19,321
+1,604
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