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
$353M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$586K
3
+$440K
4
MLM icon
Martin Marietta Materials
MLM
+$398K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$347K

Top Sells

1
+$415K
2
+$399K
3
+$309K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$306K
5
SNOW icon
Snowflake
SNOW
+$296K

Sector Composition

1 Technology 19.9%
2 Financials 16.73%
3 Consumer Staples 12.06%
4 Industrials 10.09%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$845K 0.24%
14,620
-330
77
$825K 0.23%
1,562
+166
78
$821K 0.23%
11,248
+361
79
$815K 0.23%
4,783
-55
80
$814K 0.23%
11,045
-33
81
$811K 0.23%
23,490
+360
82
$757K 0.21%
29,080
+3,804
83
$736K 0.21%
8,777
-759
84
$734K 0.21%
46,762
+2,387
85
$730K 0.21%
3,232
+632
86
$712K 0.2%
5,419
+300
87
$709K 0.2%
13,316
+100
88
$706K 0.2%
4,151
-126
89
$703K 0.2%
10,850
+2,218
90
$698K 0.2%
17,595
+500
91
$688K 0.2%
10,423
-2,325
92
$680K 0.19%
2,758
+259
93
$645K 0.18%
30,811
-316
94
$576K 0.16%
17,327
+5,721
95
$569K 0.16%
35,433
+10,775
96
$562K 0.16%
15,035
+93
97
$535K 0.15%
3,200
98
$534K 0.15%
926
-11
99
$526K 0.15%
1,940
-70
100
$523K 0.15%
1,436
+147
2 3
4
5 6