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
$127M
AUM Growth
-$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$379K
3
+$293K
4
WMT icon
Walmart
WMT
+$286K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$235K

Top Sells

1
+$430K
2
+$215K
3
+$192K
4
ORCL icon
Oracle
ORCL
+$185K
5
BIIB icon
Biogen
BIIB
+$180K

Sector Composition

1 Financials 18.35%
2 Healthcare 11.01%
3 Consumer Discretionary 10.81%
4 Communication Services 10.66%
5 Technology 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.59%
4,720
+3,537
52
$736K 0.58%
59,937
+8,905
53
$717K 0.56%
14,440
-817
54
$716K 0.56%
4,353
+92
55
$689K 0.54%
24,443
-71
56
$687K 0.54%
19,975
-291
57
$636K 0.5%
11,475
+1,022
58
$634K 0.5%
9,175
-720
59
$632K 0.5%
4,190
+1
60
$626K 0.49%
3,647
-86
61
$623K 0.49%
13,895
+1,140
62
$622K 0.49%
10,965
-2,627
63
$600K 0.47%
2,874
-100
64
$588K 0.46%
8,795
+5,670
65
$565K 0.44%
5,921
-150
66
$554K 0.44%
2,032
67
$553K 0.43%
23,023
+248
68
$538K 0.42%
2,891
-50
69
$533K 0.42%
30,150
+4,428
70
$531K 0.42%
1,960
-240
71
$507K 0.4%
15,478
-300
72
$499K 0.39%
10,186
+2,510
73
$479K 0.38%
4,550
+2,050
74
$457K 0.36%
17,746
-225
75
$456K 0.36%
4,969
+25
1 2
3
4 5