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
$251M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$430K
3
+$382K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$374K
5
CVX icon
Chevron
CVX
+$359K

Top Sells

1
+$616K
2
+$463K
3
+$436K
4
TXN icon
Texas Instruments
TXN
+$422K
5
AKAM icon
Akamai
AKAM
+$339K

Sector Composition

1 Technology 17.16%
2 Financials 16.94%
3 Consumer Discretionary 12.39%
4 Healthcare 10.65%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.53%
61,652
+6,768
52
$1.32M 0.53%
39,130
+1,956
53
$1.31M 0.52%
3,264
-75
54
$1.26M 0.5%
23,278
-180
55
$1.25M 0.5%
13,940
+535
56
$1.15M 0.46%
5,984
-2,198
57
$1.13M 0.45%
6,696
+45
58
$1.07M 0.43%
13,780
-300
59
$1.06M 0.42%
2,681
60
$1.06M 0.42%
8,665
+150
61
$1.02M 0.41%
10,645
+1,525
62
$1.01M 0.4%
4,260
63
$936K 0.37%
60,058
+161
64
$929K 0.37%
82,971
+1,375
65
$897K 0.36%
3,710
+65
66
$891K 0.35%
12,942
+132
67
$872K 0.35%
7,487
-2,910
68
$848K 0.34%
16,552
-70
69
$841K 0.33%
1,957
+18
70
$837K 0.33%
53,734
-11,222
71
$836K 0.33%
5,851
72
$830K 0.33%
30,244
+1,063
73
$814K 0.32%
14,284
-300
74
$794K 0.32%
19,282
-1,476
75
$724K 0.29%
2,970
+86
1 2
3
4 5