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
$127M
AUM Growth
-$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$379K
3
+$293K
4
WMT icon
Walmart
WMT
+$286K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$235K

Top Sells

1
+$430K
2
+$215K
3
+$192K
4
ORCL icon
Oracle
ORCL
+$185K
5
BIIB icon
Biogen
BIIB
+$180K

Sector Composition

1 Financials 18.35%
2 Healthcare 11.01%
3 Consumer Discretionary 10.81%
4 Communication Services 10.66%
5 Technology 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.36%
1,954
77
$452K 0.35%
35,250
+5,660
78
$450K 0.35%
3,387
79
$450K 0.35%
3,320
-340
80
$449K 0.35%
8,060
-1,800
81
$447K 0.35%
2,853
82
$444K 0.35%
27,022
+800
83
$405K 0.32%
9,894
+34
84
$399K 0.31%
14,439
+520
85
$386K 0.3%
1,700
+1,290
86
$376K 0.3%
9,256
+983
87
$364K 0.29%
8,480
-570
88
$362K 0.28%
2,725
89
$358K 0.28%
8,045
+555
90
$356K 0.28%
20,400
+3,360
91
$353K 0.28%
8,750
92
$352K 0.28%
2,636
93
$338K 0.27%
12,184
-980
94
$336K 0.26%
4,917
-440
95
$330K 0.26%
5,890
-230
96
$329K 0.26%
2,450
97
$328K 0.26%
8,620
+450
98
$322K 0.25%
1,969
+15
99
$311K 0.24%
13,255
+50
100
$295K 0.23%
13,700
+517
2 3
4
5 6