WCM

Whitener Capital Management Portfolio holdings

AUM $438M
1-Year Est. Return 27.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$618K
3
+$583K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K
5
LOW icon
Lowe's Companies
LOW
+$455K

Top Sells

1
+$202K
2
+$159K
3
+$143K
4
NKE icon
Nike
NKE
+$138K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$135K

Sector Composition

1 Technology 20.51%
2 Financials 18.45%
3 Consumer Staples 10.75%
4 Industrials 9.93%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.43%
14,810
+50
52
$1.76M 0.42%
18,481
+336
53
$1.76M 0.42%
39,188
-640
54
$1.76M 0.42%
55,024
+6,591
55
$1.71M 0.41%
3,478
-350
56
$1.67M 0.4%
77,489
+987
57
$1.64M 0.39%
37,317
+2,288
58
$1.64M 0.39%
5,797
-1
59
$1.55M 0.37%
22,160
-1,846
60
$1.47M 0.35%
9,038
-45
61
$1.39M 0.33%
47,844
+788
62
$1.38M 0.33%
4,918
+44
63
$1.36M 0.32%
2,385
-2
64
$1.36M 0.32%
42,854
+4,509
65
$1.28M 0.31%
9,084
+630
66
$1.28M 0.31%
3,748
+100
67
$1.26M 0.3%
5,919
-151
68
$1.24M 0.3%
18,450
+668
69
$1.24M 0.3%
9,938
-400
70
$1.24M 0.3%
11,340
-540
71
$1.21M 0.29%
11,593
+85
72
$1.14M 0.27%
33,620
-115
73
$1.11M 0.27%
5,419
+311
74
$1.1M 0.26%
1,447
-27
75
$1.08M 0.26%
11,369
-1,556
1 2
3
4 5