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
$212M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$439K
3
+$417K
4
TGT icon
Target
TGT
+$416K
5
MMM icon
3M
MMM
+$357K

Top Sells

1
+$833K
2
+$732K
3
+$261K
4
BND icon
Vanguard Total Bond Market
BND
+$217K
5
NVDA icon
NVIDIA
NVDA
+$215K

Sector Composition

1 Technology 16.16%
2 Financials 15.61%
3 Consumer Staples 12.97%
4 Healthcare 12.53%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$956K 0.45%
3,365
-50
52
$918K 0.43%
17,059
53
$902K 0.43%
4,051
-67
54
$899K 0.43%
4,799
-322
55
$876K 0.41%
7,375
+160
56
$872K 0.41%
11,920
+1,108
57
$864K 0.41%
5,584
-100
58
$832K 0.39%
12,535
-85
59
$821K 0.39%
37,119
+5,355
60
$792K 0.37%
97,356
-3,313
61
$791K 0.37%
33,267
+1,670
62
$787K 0.37%
3,870
-5
63
$757K 0.36%
13,020
64
$722K 0.34%
8,826
+350
65
$715K 0.34%
2,220
+75
66
$700K 0.33%
11,357
-90
67
$688K 0.33%
44,446
+7,079
68
$681K 0.32%
3,210
+59
69
$661K 0.31%
1,844
-60
70
$645K 0.3%
5,710
-310
71
$635K 0.3%
24,857
+9,004
72
$634K 0.3%
11,577
+200
73
$618K 0.29%
7,552
+1,810
74
$591K 0.28%
19,575
+175
75
$570K 0.27%
29,277
+801
1 2
3
4 5