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
$250M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$372K
3
+$346K
4
MCD icon
McDonald's
MCD
+$330K
5
PG icon
Procter & Gamble
PG
+$300K

Top Sells

1
+$262K
2
+$260K
3
+$236K
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$228K
5
AAPL icon
Apple
AAPL
+$224K

Sector Composition

1 Technology 17.58%
2 Financials 16.56%
3 Consumer Staples 12.04%
4 Healthcare 10.89%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.47%
14,990
+192
52
$1.16M 0.46%
14,767
-550
53
$1.02M 0.41%
7,303
+120
54
$1.01M 0.41%
3,925
-50
55
$1.01M 0.41%
4,431
-50
56
$992K 0.4%
14,316
-510
57
$971K 0.39%
66,764
+2,760
58
$965K 0.39%
36,289
+713
59
$950K 0.38%
34,719
-404
60
$853K 0.34%
19,095
-150
61
$853K 0.34%
39,690
+2,403
62
$824K 0.33%
11,444
+1,952
63
$807K 0.32%
1,965
-100
64
$788K 0.32%
2,625
+345
65
$773K 0.31%
5,583
-693
66
$768K 0.31%
11,466
+22
67
$757K 0.3%
3,425
+5
68
$755K 0.3%
10,079
+13
69
$731K 0.29%
10,530
-100
70
$718K 0.29%
520
-5
71
$713K 0.29%
4,484
-400
72
$706K 0.28%
13,139
+68
73
$655K 0.26%
17,349
-210
74
$650K 0.26%
6,702
+1,178
75
$607K 0.24%
31,161
-172
1 2
3
4 5