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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
Newell Brands
NWL
+$44.6K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$511K 0.29%
10,323
-88
77
$502K 0.29%
2,766
78
$488K 0.28%
2,850
+50
79
$483K 0.27%
6,670
+2,875
80
$471K 0.27%
26,263
+59
81
$463K 0.26%
12,833
+6,436
82
$450K 0.26%
8,762
+12
83
$436K 0.25%
1,675
84
$435K 0.25%
5,725
-155
85
$433K 0.25%
9,153
86
$432K 0.25%
35,910
-80
87
$420K 0.24%
3,085
88
$418K 0.24%
2,550
-540
89
$412K 0.23%
7,534
-1,116
90
$407K 0.23%
4,489
-275
91
$390K 0.22%
1,590
92
$390K 0.22%
4,695
+680
93
$385K 0.22%
9,366
-697
94
$363K 0.21%
22,848
+6,871
95
$351K 0.2%
1,201
-105
96
$344K 0.2%
10,600
+200
97
$341K 0.19%
3,975
+2,500
98
$340K 0.19%
18,780
+223
99
$340K 0.19%
19,236
+6,960
100
$339K 0.19%
2,573
-32
2 3
4
5 6