WCM

Whitener Capital Management Portfolio holdings

AUM $438M
1-Year Est. Return 27.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$618K
3
+$583K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K
5
LOW icon
Lowe's Companies
LOW
+$455K

Top Sells

1
+$202K
2
+$159K
3
+$143K
4
NKE icon
Nike
NKE
+$138K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$135K

Sector Composition

1 Technology 20.51%
2 Financials 18.45%
3 Consumer Staples 10.75%
4 Industrials 9.93%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 0.89%
27,718
+1,900
27
$3.61M 0.86%
23,227
+61
28
$3.51M 0.84%
7,680
+417
29
$3.39M 0.81%
40,421
+834
30
$3.19M 0.76%
3,444
+414
31
$3.17M 0.76%
21,522
-330
32
$2.98M 0.71%
17,828
+215
33
$2.9M 0.69%
22,123
+175
34
$2.82M 0.68%
6,308
+190
35
$2.73M 0.65%
37,561
-46
36
$2.65M 0.63%
100,611
-1,336
37
$2.65M 0.63%
17,047
+120
38
$2.43M 0.58%
11,956
+397
39
$2.38M 0.57%
36,010
+67
40
$2.34M 0.56%
35,289
+165
41
$2.25M 0.54%
4,613
+111
42
$2.14M 0.51%
5,059
+42
43
$2.11M 0.51%
64,479
-4,385
44
$2.02M 0.48%
79,124
+4,035
45
$2M 0.48%
97,190
+36,239
46
$1.95M 0.47%
6,492
-50
47
$1.94M 0.46%
4,085
-3
48
$1.86M 0.45%
6,605
-76
49
$1.86M 0.45%
68,184
-1,765
50
$1.84M 0.44%
2,920
-30
1
2
3 4 5