WCM
Whitener Capital Management Portfolio holdings
AUM
$418M
1-Year Est. Return
23.31%
1 Year Est. Return
+23.31%
AUM
$378M
AUM Growth
+$24.2M
(+6.8%)
Holding
158
Top Buys
| 1 | +$447K | |
| 2 | +$388K | |
| 3 | +$305K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$248K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$241K |
Top Sells
| 1 | +$3.74M | |
| 2 | +$646K | |
| 3 | +$616K | |
| 4 |
Microsoft
MSFT
|
+$455K |
| 5 |
JPMorgan Chase
JPM
|
+$337K |
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Financials | 18.95% |
| 3 | Consumer Staples | 11.46% |
| 4 | Industrials | 10.36% |
| 5 | Consumer Discretionary | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Abbott
ABT
$220B
| $3.51M | 0.93% |
25,818
+948
|
|
||
27
Johnson & Johnson
JNJ
$450B
| $3.41M | 0.9% |
22,304
+1,156
|
|
||
28
Intuitive Surgical
ISRG
$199B
| $3.32M | 0.88% |
6,118
+39
|
|
||
29
Chevron
CVX
$310B
| $3.32M | 0.88% |
23,166
+134
|
|
||
30
Merck
MRK
$214B
| $3.13M | 0.83% |
39,587
+634
|
|
||
31
Costco
COST
$409B
| $3M | 0.79% |
3,030
-10
|
|
||
32
Emerson Electric
EMR
$72.9B
| $2.93M | 0.78% |
21,948
-84
|
|
||
33
Royal Bank of Canada
RY
$205B
| $2.87M | 0.76% |
21,852
-818
|
|
||
34
3M
MMM
$87.6B
| $2.58M | 0.68% |
16,927
-43
|
|
||
35
RTX Corp
RTX
$237B
| $2.57M | 0.68% |
17,613
+98
|
|
||
36
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
| $2.5M | 0.66% |
101,947
+1,630
|
|
||
37
Coca-Cola
KO
$303B
| $2.49M | 0.66% |
35,124
+304
|
|
||
38
S&P Global
SPGI
$150B
| $2.37M | 0.63% |
4,502
+52
|
|
||
39
Palo Alto Networks
PANW
$144B
| $2.37M | 0.63% |
11,559
-129
|
|
||
40
iShares Gold Trust
IAU
$60.9B
| $2.35M | 0.62% |
37,607
-1,703
|
|
||
41
Altria Group
MO
$97.4B
| $2.11M | 0.56% |
35,943
+441
|
|
||
42
Netflix
NFLX
$468B
| $1.98M | 0.52% |
1,476
-24
|
|
||
43
IBM
IBM
$286B
| $1.97M | 0.52% |
6,681
-459
|
|
||
44
CrowdStrike
CRWD
$135B
| $1.95M | 0.52% |
3,828
-72
|
|
||
45
Linde
LIN
$196B
| $1.92M | 0.51% |
4,088
+79
|
|
||
46
Schwab US Dividend Equity ETF
SCHD
$69.9B
| $1.85M | 0.49% |
69,949
-2,353
|
|
||
47
Pfizer
PFE
$139B
| $1.82M | 0.48% |
75,089
+2,476
|
|
||
48
Materials Select Sector SPDR Fund
XLB
$5.3B
| $1.75M | 0.46% |
19,914
+593
|
|
||
49
Nike
NKE
$90.3B
| $1.71M | 0.45% |
24,006
-8,676
|
|
||
50
Norfolk Southern
NSC
$63.8B
| $1.67M | 0.44% |
6,542
-30
|
|