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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$973K
2 +$625K
3 +$537K
4
NFLX icon
Netflix
NFLX
+$461K
5
VZ icon
Verizon
VZ
+$434K

Top Sells

1 +$1.29M
2 +$975K
3 +$918K
4
META icon
Meta Platforms (Facebook)
META
+$865K
5
AMGN icon
Amgen
AMGN
+$352K

Sector Composition

1 Financials 17.63%
2 Healthcare 11.75%
3 Technology 11.25%
4 Consumer Staples 10.56%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-23
527
$0 ﹤0.01%
25
528
$0 ﹤0.01%
11
529
-763