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
$330M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$766K
3
+$571K
4
HON icon
Honeywell
HON
+$517K
5
V icon
Visa
V
+$478K

Top Sells

1
+$473K
2
+$391K
3
+$277K
4
LDOS icon
Leidos
LDOS
+$200K
5
TFC icon
Truist Financial
TFC
+$164K

Sector Composition

1 Technology 20.88%
2 Financials 16.51%
3 Consumer Staples 11.55%
4 Industrials 9.74%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.42%
30,590
+3,670
52
$1.35M 0.41%
9,100
-55
53
$1.34M 0.41%
15,167
+6,470
54
$1.32M 0.4%
32,092
+973
55
$1.3M 0.39%
7,518
-2
56
$1.28M 0.39%
4,631
+305
57
$1.25M 0.38%
5,308
-215
58
$1.21M 0.37%
72,510
+3,130
59
$1.18M 0.36%
12,748
-175
60
$1.15M 0.35%
14,638
+435
61
$1.14M 0.34%
1,685
-3
62
$1.13M 0.34%
36,555
+965
63
$1.11M 0.34%
2,045
+80
64
$1.04M 0.32%
35,911
+1,197
65
$1.01M 0.31%
3,480
+75
66
$997K 0.3%
9,843
+2,576
67
$985K 0.3%
12,118
-98
68
$962K 0.29%
38,952
+471
69
$938K 0.28%
557
+37
70
$935K 0.28%
4,000
+150
71
$906K 0.27%
32,395
-3,305
72
$858K 0.26%
4,409
+375
73
$852K 0.26%
4,277
74
$844K 0.26%
14,090
-310
75
$824K 0.25%
5,950
-1
1 2
3
4 5