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

Top Buys

1
+$969K
2
+$661K
3
+$539K
4
NFLX icon
Netflix
NFLX
+$475K
5
VZ icon
Verizon
VZ
+$453K

Top Sells

1
+$1.39M
2
+$918K
3
+$906K
4
KHC icon
Kraft Heinz
KHC
+$778K
5
AMGN icon
Amgen
AMGN
+$350K

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
51
$805K 0.53%
4,311
52
$797K 0.52%
3,225
53
$769K 0.5%
4,431
-299
54
$750K 0.49%
13,985
-380
55
$741K 0.48%
6,771
+600
56
$741K 0.48%
26,870
-30
57
$728K 0.48%
15,295
+130
58
$714K 0.47%
2,949
+100
59
$696K 0.46%
28,134
+4,660
60
$661K 0.43%
+3,760
61
$626K 0.41%
3,489
+120
62
$621K 0.41%
9,080
+550
63
$606K 0.4%
33,255
+2,205
64
$604K 0.4%
15,116
-362
65
$587K 0.38%
9,435
-370
66
$578K 0.38%
11,976
-48
67
$576K 0.38%
2,027
68
$566K 0.37%
126,200
+77,400
69
$564K 0.37%
2,973
-1,000
70
$560K 0.37%
3,090
-285
71
$552K 0.36%
18,981
+462
72
$525K 0.34%
9,153
-100
73
$516K 0.34%
10,411
+3
74
$483K 0.32%
9,676
-710
75
$478K 0.31%
1,675
1 2
3
4 5