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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.81M
3
+$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.32%
+9,750
77
$363K 0.31%
+2,350
78
$359K 0.31%
+8,978
79
$358K 0.31%
+1,334
80
$350K 0.3%
+5,470
81
$327K 0.28%
+25,330
82
$327K 0.28%
+6,397
83
$327K 0.28%
+7,390
84
$325K 0.28%
+2,400
85
$322K 0.28%
+1,825
86
$322K 0.28%
+3,471
87
$321K 0.28%
+7,900
88
$321K 0.28%
+12,115
89
$320K 0.28%
+12,089
90
$319K 0.27%
+20,319
91
$314K 0.27%
+2,690
92
$309K 0.27%
+2,469
93
$305K 0.26%
+5,670
94
$295K 0.25%
+1,939
95
$281K 0.24%
+5,650
96
$262K 0.23%
+6,226
97
$258K 0.22%
+3,975
98
$258K 0.22%
+6,269
99
$255K 0.22%
+4,841
100
$252K 0.22%
+8,280
2 3
4
5 6