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
-$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$654K
3
+$645K
4
SCHW icon
Charles Schwab
SCHW
+$491K
5
LOW icon
Lowe's Companies
LOW
+$479K

Top Sells

1
+$587K
2
+$392K
3
+$282K
4
LLY icon
Eli Lilly
LLY
+$279K
5
LMT icon
Lockheed Martin
LMT
+$269K

Sector Composition

1 Financials 18.41%
2 Technology 17.95%
3 Consumer Staples 12.09%
4 Industrials 9.86%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.44%
6,572
-275
52
$1.53M 0.43%
10,765
-315
53
$1.51M 0.43%
33,195
+3,597
54
$1.5M 0.42%
4,778
+1
55
$1.47M 0.42%
9,255
-495
56
$1.4M 0.4%
1,500
+20
57
$1.39M 0.39%
17,808
+6,278
58
$1.39M 0.39%
71,639
-1,689
59
$1.38M 0.39%
3,900
+2,275
60
$1.37M 0.39%
2,865
+70
61
$1.3M 0.37%
2,380
+30
62
$1.22M 0.35%
1,481
-338
63
$1.19M 0.34%
13,265
64
$1.19M 0.34%
34,861
-82
65
$1.18M 0.33%
44,301
+1,300
66
$1.13M 0.32%
16,698
-547
67
$1.12M 0.32%
36,551
-125
68
$1.09M 0.31%
6,074
-105
69
$1.06M 0.3%
11,955
+88
70
$1.04M 0.3%
12,440
-390
71
$1.04M 0.29%
41,594
+8,594
72
$970K 0.27%
3,560
+30
73
$954K 0.27%
8,517
-140
74
$937K 0.27%
30,496
+10,389
75
$926K 0.26%
12,210
+493
1 2
3
4 5