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
$353M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$586K
3
+$440K
4
MLM icon
Martin Marietta Materials
MLM
+$398K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$347K

Top Sells

1
+$415K
2
+$399K
3
+$309K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$306K
5
SNOW icon
Snowflake
SNOW
+$296K

Sector Composition

1 Technology 19.9%
2 Financials 16.73%
3 Consumer Staples 12.06%
4 Industrials 10.09%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.47%
1,863
+268
52
$1.61M 0.46%
11,345
-125
53
$1.59M 0.45%
4,919
+288
54
$1.58M 0.45%
16,435
+1,268
55
$1.52M 0.43%
52,645
+20,250
56
$1.5M 0.43%
2,785
+740
57
$1.46M 0.41%
73,185
+675
58
$1.44M 0.41%
32,037
-55
59
$1.37M 0.39%
8,775
-325
60
$1.22M 0.35%
13,558
-1,080
61
$1.22M 0.35%
36,815
+260
62
$1.19M 0.34%
9,843
63
$1.1M 0.31%
41,205
+2,253
64
$1.07M 0.3%
3,530
+50
65
$1.05M 0.3%
1,485
-200
66
$1.04M 0.29%
11,808
-310
67
$1.04M 0.29%
35,594
-317
68
$1.04M 0.29%
5,123
-185
69
$984K 0.28%
17,173
+1,890
70
$965K 0.27%
13,430
-660
71
$958K 0.27%
3,975
-25
72
$955K 0.27%
6,379
+429
73
$922K 0.26%
1,577
+105
74
$911K 0.26%
495
-62
75
$911K 0.26%
4,409
1 2
3
4 5