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
$276M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$697K
3
+$482K
4
MO icon
Altria Group
MO
+$416K
5
DE icon
Deere & Co
DE
+$386K

Top Sells

1
+$393K
2
+$361K
3
+$333K
4
ALB icon
Albemarle
ALB
+$283K
5
WMT icon
Walmart
WMT
+$273K

Sector Composition

1 Technology 18.76%
2 Financials 17.35%
3 Consumer Staples 11.11%
4 Industrials 10.52%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$692K 0.25%
5,199
+200
77
$683K 0.25%
19,700
+660
78
$677K 0.24%
13,399
+260
79
$662K 0.24%
3,884
-600
80
$639K 0.23%
21,434
+1,460
81
$628K 0.23%
2,410
-75
82
$626K 0.23%
1,311
+1
83
$613K 0.22%
4,241
-400
84
$611K 0.22%
6,492
+300
85
$608K 0.22%
13,308
+1,708
86
$597K 0.22%
17,734
-1,075
87
$594K 0.22%
29,675
-1,486
88
$594K 0.21%
32,800
+5,320
89
$578K 0.21%
14,949
-2,400
90
$562K 0.2%
11,176
-410
91
$549K 0.2%
2,760
-20
92
$519K 0.19%
5,751
-218
93
$518K 0.19%
24,952
-100
94
$504K 0.18%
4,783
95
$482K 0.17%
+1,963
96
$476K 0.17%
32,659
+8,870
97
$468K 0.17%
1,033
+328
98
$468K 0.17%
8,047
+932
99
$466K 0.17%
10,634
-150
100
$422K 0.15%
12,514
+171
2 3
4
5 6