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
$357M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$531K
3
+$407K
4
PEP icon
PepsiCo
PEP
+$372K
5
CVX icon
Chevron
CVX
+$364K

Top Sells

1
+$1.6M
2
+$719K
3
+$637K
4
AAPL icon
Apple
AAPL
+$570K
5
MA icon
Mastercard
MA
+$527K

Sector Composition

1 Technology 19.72%
2 Financials 17.59%
3 Consumer Staples 11.73%
4 Industrials 10.13%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.44%
72,867
-4,550
52
$1.49M 0.42%
17,717
+1,282
53
$1.45M 0.41%
11,080
-265
54
$1.44M 0.4%
2,795
+10
55
$1.4M 0.39%
1,819
-44
56
$1.32M 0.37%
1,480
-5
57
$1.24M 0.35%
2,350
-1,000
58
$1.18M 0.33%
29,598
-2,439
59
$1.17M 0.33%
9,750
-93
60
$1.16M 0.33%
36,676
-139
61
$1.14M 0.32%
11,867
+59
62
$1.14M 0.32%
73,328
+143
63
$1.12M 0.31%
43,001
+1,796
64
$1.1M 0.31%
6,179
-200
65
$1.1M 0.31%
34,943
-651
66
$1.06M 0.3%
13,265
-293
67
$1.05M 0.3%
17,245
+72
68
$1.05M 0.29%
495
69
$986K 0.28%
12,830
-600
70
$930K 0.26%
3,530
71
$920K 0.26%
33,000
+3,920
72
$906K 0.25%
11,717
+469
73
$853K 0.24%
11,530
+680
74
$839K 0.24%
3,700
-275
75
$826K 0.23%
5,078
-45
1 2
3
4 5