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
$250M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$372K
3
+$346K
4
MCD icon
McDonald's
MCD
+$330K
5
PG icon
Procter & Gamble
PG
+$300K

Top Sells

1
+$262K
2
+$260K
3
+$236K
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$228K
5
AAPL icon
Apple
AAPL
+$224K

Sector Composition

1 Technology 17.58%
2 Financials 16.56%
3 Consumer Staples 12.04%
4 Healthcare 10.89%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$601K 0.24%
4,999
+2
77
$585K 0.23%
19,040
+1,317
78
$573K 0.23%
6,192
+20
79
$563K 0.23%
1,310
-341
80
$547K 0.22%
1,449
+15
81
$519K 0.21%
11,600
+415
82
$515K 0.21%
4,641
-35
83
$515K 0.21%
18,809
+241
84
$508K 0.2%
11,915
+500
85
$507K 0.2%
4,783
-187
86
$491K 0.2%
19,974
+460
87
$484K 0.19%
5,969
-366
88
$478K 0.19%
10,784
-1,200
89
$476K 0.19%
2,485
90
$467K 0.19%
27,480
+1,345
91
$455K 0.18%
25,052
+908
92
$425K 0.17%
2,780
-205
93
$419K 0.17%
3,930
-425
94
$412K 0.17%
9,797
+250
95
$412K 0.17%
11,586
-95
96
$403K 0.16%
10,145
+2,840
97
$391K 0.16%
12,343
+742
98
$388K 0.16%
2,940
99
$367K 0.15%
7,400
100
$366K 0.15%
2,344
2 3
4
5 6