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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.81M
3
+$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.56%
+11,485
52
$651K 0.56%
+10,742
53
$633K 0.54%
+9,095
54
$621K 0.53%
+4,289
55
$612K 0.53%
+4,262
56
$608K 0.52%
+17,716
57
$598K 0.51%
+23,918
58
$571K 0.49%
+23,975
59
$567K 0.49%
+7,598
60
$565K 0.49%
+12,620
61
$553K 0.48%
+2,974
62
$549K 0.47%
+3,485
63
$528K 0.45%
+3,395
64
$527K 0.45%
+42,243
65
$510K 0.44%
+2,725
66
$496K 0.43%
+2,441
67
$491K 0.42%
+2,853
68
$483K 0.42%
+19,860
69
$472K 0.41%
+17,264
70
$461K 0.4%
+4,420
71
$455K 0.39%
+14,742
72
$434K 0.37%
+10,154
73
$398K 0.34%
+11,046
74
$396K 0.34%
+3,980
75
$386K 0.33%
+1,850
1 2
3
4 5