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
$231M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$378K
2
+$330K
3
+$273K
4
VZ icon
Verizon
VZ
+$248K
5
FITB icon
Fifth Third Bancorp
FITB
+$220K

Top Sells

1
+$640K
2
+$200K
3
+$189K
4
GILD icon
Gilead Sciences
GILD
+$142K
5
NFLX icon
Netflix
NFLX
+$99.1K

Sector Composition

1 Technology 17.2%
2 Financials 16.61%
3 Consumer Discretionary 12.47%
4 Healthcare 10.69%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$683K 0.3%
3,725
+50
77
$682K 0.3%
2,155
+490
78
$680K 0.29%
11,635
+445
79
$646K 0.28%
34,535
-1,600
80
$622K 0.27%
10,829
+180
81
$607K 0.26%
2,865
+100
82
$567K 0.25%
3,125
+200
83
$516K 0.22%
21,249
+1,041
84
$495K 0.21%
1,500
-100
85
$492K 0.21%
3,687
+50
86
$491K 0.21%
1,539
-33
87
$489K 0.21%
22,476
-2,193
88
$482K 0.21%
3,794
89
$457K 0.2%
14,250
+1,350
90
$456K 0.2%
1,360
91
$451K 0.2%
5,087
+120
92
$439K 0.19%
8,505
+581
93
$423K 0.18%
26,120
+992
94
$396K 0.17%
5,131
+1,746
95
$392K 0.17%
11,012
+522
96
$388K 0.17%
3,052
97
$381K 0.17%
7,662
98
$373K 0.16%
16,946
+1,752
99
$365K 0.16%
7,720
+880
100
$364K 0.16%
4,305
-40
2 3
4
5 6