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
$280M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.35M
3
+$980K
4
PEP icon
PepsiCo
PEP
+$921K
5
MRK icon
Merck
MRK
+$917K

Top Sells

1
+$814K
2
+$787K
3
+$701K
4
NFLX icon
Netflix
NFLX
+$647K
5
AMZN icon
Amazon
AMZN
+$637K

Sector Composition

1 Technology 19.09%
2 Financials 15.09%
3 Consumer Discretionary 12.08%
4 Healthcare 11.18%
5 Consumer Staples 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.49%
13,290
-405
52
$1.35M 0.48%
+38,696
53
$1.33M 0.48%
22,494
+592
54
$1.29M 0.46%
6,403
+1,064
55
$1.22M 0.44%
7,573
+647
56
$1.14M 0.41%
61,195
+7,904
57
$1.13M 0.4%
13,430
-650
58
$1.1M 0.39%
4,750
+1,797
59
$1.1M 0.39%
6,010
+159
60
$1.05M 0.38%
4,292
+58
61
$1.03M 0.37%
5,461
-3,721
62
$1M 0.36%
10,815
+3,245
63
$1M 0.36%
3,956
+1,191
64
$1M 0.36%
2,096
+129
65
$980K 0.35%
19,032
-6,256
66
$977K 0.35%
61,499
+4,839
67
$939K 0.34%
90,504
+13,401
68
$920K 0.33%
2,090
+730
69
$891K 0.32%
6,667
+3,615
70
$848K 0.3%
19,065
-1,390
71
$826K 0.3%
7,062
-3,355
72
$789K 0.28%
3,620
+1,186
73
$776K 0.28%
15,392
-1,330
74
$761K 0.27%
28,245
+8,037
75
$758K 0.27%
11,435
+245
1 2
3
4 5