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
$229M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$804K
2
+$493K
3
+$470K
4
HON icon
Honeywell
HON
+$390K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$249K

Top Sells

1
+$832K
2
+$558K
3
+$510K
4
NVDA icon
NVIDIA
NVDA
+$459K
5
ABMD
Abiomed Inc
ABMD
+$415K

Sector Composition

1 Financials 16.81%
2 Technology 14.47%
3 Healthcare 13.27%
4 Consumer Staples 13.08%
5 Industrials 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$604K 0.26%
32,799
+1,815
77
$594K 0.26%
12,473
-20
78
$592K 0.26%
5,847
+60
79
$589K 0.26%
6,051
+1,281
80
$547K 0.24%
17,671
-349
81
$523K 0.23%
5,026
+103
82
$519K 0.23%
11,395
-220
83
$499K 0.22%
2,620
-475
84
$473K 0.21%
14,060
-830
85
$460K 0.2%
17,424
+2,420
86
$434K 0.19%
16,407
-1,372
87
$425K 0.19%
2,960
-130
88
$420K 0.18%
12,011
-2,400
89
$413K 0.18%
20,825
+4,590
90
$406K 0.18%
4,970
91
$380K 0.17%
8,322
+400
92
$376K 0.16%
4,042
-272
93
$372K 0.16%
10,240
+290
94
$365K 0.16%
4,335
-612
95
$356K 0.16%
7,975
+2,400
96
$355K 0.16%
25,540
-4,648
97
$352K 0.15%
6,262
98
$340K 0.15%
8,350
+440
99
$339K 0.15%
1,149
-25
100
$335K 0.15%
4,705
+221
2 3
4
5 6