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
$231M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$378K
2
+$330K
3
+$273K
4
VZ icon
Verizon
VZ
+$248K
5
FITB icon
Fifth Third Bancorp
FITB
+$220K

Top Sells

1
+$640K
2
+$200K
3
+$189K
4
GILD icon
Gilead Sciences
GILD
+$142K
5
NFLX icon
Netflix
NFLX
+$99.1K

Sector Composition

1 Technology 17.2%
2 Financials 16.61%
3 Consumer Discretionary 12.47%
4 Healthcare 10.69%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.57%
5,322
+30
52
$1.25M 0.54%
54,884
+1,593
53
$1.24M 0.54%
3,339
-26
54
$1.24M 0.54%
23,458
+1,556
55
$1.21M 0.52%
37,174
+5,784
56
$1.1M 0.48%
13,405
-290
57
$1.07M 0.46%
8,515
58
$1.06M 0.46%
10,397
-20
59
$1.05M 0.46%
14,080
60
$1.01M 0.44%
4,260
+26
61
$971K 0.42%
6,651
-80
62
$953K 0.41%
64,956
-3,865
63
$944K 0.41%
2,681
-25
64
$866K 0.38%
81,596
+4,493
65
$852K 0.37%
16,622
-100
66
$847K 0.37%
59,897
+3,237
67
$827K 0.36%
12,810
-2,200
68
$822K 0.36%
9,120
+1,550
69
$803K 0.35%
20,758
+303
70
$789K 0.34%
14,584
+439
71
$781K 0.34%
29,181
-50
72
$775K 0.34%
5,851
73
$771K 0.33%
1,939
-28
74
$747K 0.32%
2,884
+450
75
$722K 0.31%
3,645
+692
1 2
3
4 5