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
$152M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1 +$441K
2 +$378K
3 +$352K
4
IONS icon
Ionis Pharmaceuticals
IONS
+$339K
5
WMT icon
Walmart
WMT
+$258K

Sector Composition

1 Financials 17.55%
2 Healthcare 11.6%
3 Technology 11.03%
4 Consumer Discretionary 10.53%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$0 ﹤0.01%
+14
477
$0 ﹤0.01%
+18
478
$0 ﹤0.01%
+12
479
$0 ﹤0.01%
+5