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
$276M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$697K
3
+$482K
4
MO icon
Altria Group
MO
+$416K
5
DE icon
Deere & Co
DE
+$386K

Top Sells

1
+$393K
2
+$361K
3
+$333K
4
ALB icon
Albemarle
ALB
+$283K
5
WMT icon
Walmart
WMT
+$273K

Sector Composition

1 Technology 18.76%
2 Financials 17.35%
3 Consumer Staples 11.11%
4 Industrials 10.52%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.44%
7,430
+127
52
$1.2M 0.43%
31,713
-6,675
53
$1.19M 0.43%
14,474
-516
54
$1.19M 0.43%
14,106
+2,662
55
$1.18M 0.43%
12,865
-1,902
56
$1.02M 0.37%
35,455
-834
57
$1.01M 0.36%
13,190
-1,126
58
$998K 0.36%
4,164
-267
59
$994K 0.36%
34,519
-13,660
60
$975K 0.35%
1,955
-10
61
$957K 0.35%
3,925
62
$920K 0.33%
12,141
+675
63
$916K 0.33%
34,782
+63
64
$905K 0.33%
5,583
65
$891K 0.32%
3,430
+5
66
$864K 0.31%
36,993
-2,697
67
$838K 0.3%
6,391
-311
68
$811K 0.29%
20,111
+10,314
69
$805K 0.29%
9,931
-148
70
$766K 0.28%
10,580
+50
71
$740K 0.27%
1,519
+70
72
$738K 0.27%
520
73
$731K 0.26%
14,050
+2,135
74
$731K 0.26%
15,545
-3,550
75
$697K 0.25%
+1,196
1 2
3
4 5