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
$229M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$804K
2
+$493K
3
+$470K
4
HON icon
Honeywell
HON
+$390K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$249K

Top Sells

1
+$832K
2
+$558K
3
+$510K
4
NVDA icon
NVIDIA
NVDA
+$459K
5
ABMD
Abiomed Inc
ABMD
+$415K

Sector Composition

1 Financials 16.81%
2 Technology 14.47%
3 Healthcare 13.27%
4 Consumer Staples 13.08%
5 Industrials 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.5%
18,555
-3,550
52
$1.07M 0.47%
42,297
+5,178
53
$1.04M 0.45%
7,360
-15
54
$1.04M 0.45%
4,076
+25
55
$1.02M 0.45%
4,205
+335
56
$982K 0.43%
12,636
-2,976
57
$923K 0.4%
5,584
58
$912K 0.4%
10,627
-730
59
$905K 0.4%
104,479
+7,123
60
$895K 0.39%
52,084
+7,638
61
$891K 0.39%
8,826
62
$875K 0.38%
17,159
+100
63
$855K 0.37%
35,439
+2,172
64
$805K 0.35%
3,245
+35
65
$785K 0.34%
30,619
+5,762
66
$736K 0.32%
12,920
-100
67
$705K 0.31%
10,577
-1,000
68
$702K 0.31%
31,899
+2,622
69
$701K 0.31%
2,075
-145
70
$652K 0.29%
7,510
-3,188
71
$651K 0.28%
19,641
+66
72
$636K 0.28%
1,655
-189
73
$635K 0.28%
9,102
+1,550
74
$606K 0.26%
5,515
-195
75
$604K 0.26%
32,710
-175
1 2
3
4 5