WCM

Whitener Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 25.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.19%
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 +$492K
2 +$381K
3 +$380K
4
IONS icon
Ionis Pharmaceuticals
IONS
+$310K
5
WMT icon
Walmart Inc
WMT
+$252K

Top Sells

1 +$216K
2 +$197K
3 +$137K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$134K
5
DINO icon
HF Sinclair
DINO
+$104K

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%
+7
477
$0 ﹤0.01%
+23
478
$0 ﹤0.01%
+25
479
$0 ﹤0.01%
+11