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
$305M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$808K
3
+$420K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$361K
5
PEP icon
PepsiCo
PEP
+$350K

Top Sells

1
+$757K
2
+$320K
3
+$218K
4
TSLA icon
Tesla
TSLA
+$211K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208K

Sector Composition

1 Technology 18.85%
2 Financials 17.4%
3 Consumer Staples 11.38%
4 Healthcare 10.36%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.43%
14,881
+2,016
52
$1.31M 0.43%
31,119
-594
53
$1.27M 0.42%
4,326
+162
54
$1.24M 0.41%
14,203
-271
55
$1.23M 0.4%
12,923
-267
56
$1.21M 0.39%
1,965
+10
57
$1.17M 0.38%
26,920
+6,809
58
$1.15M 0.38%
69,380
+146
59
$1.14M 0.37%
5,523
-60
60
$1.1M 0.36%
35,590
+135
61
$1.1M 0.36%
1,408
+212
62
$1.05M 0.34%
7,943
-850
63
$1.03M 0.34%
1,688
+169
64
$1.01M 0.33%
34,714
-68
65
$1M 0.33%
12,216
+75
66
$991K 0.32%
35,700
+1,181
67
$975K 0.32%
38,481
+1,488
68
$962K 0.31%
3,405
-25
69
$953K 0.31%
3,850
-75
70
$913K 0.3%
15,978
+2,670
71
$886K 0.29%
5,951
-440
72
$850K 0.28%
520
73
$830K 0.27%
14,400
+350
74
$818K 0.27%
5,009
-190
75
$808K 0.26%
+8,697
1 2
3
4 5