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
$357M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$531K
3
+$407K
4
PEP icon
PepsiCo
PEP
+$372K
5
CVX icon
Chevron
CVX
+$364K

Top Sells

1
+$1.6M
2
+$719K
3
+$637K
4
AAPL icon
Apple
AAPL
+$570K
5
MA icon
Mastercard
MA
+$527K

Sector Composition

1 Technology 19.72%
2 Financials 17.59%
3 Consumer Staples 11.73%
4 Industrials 10.13%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$815K 0.23%
1,677
+100
77
$800K 0.22%
8,657
-120
78
$797K 0.22%
4,783
79
$790K 0.22%
49,978
+3,216
80
$788K 0.22%
14,623
+3
81
$785K 0.22%
3,378
+146
82
$783K 0.22%
1,669
+107
83
$782K 0.22%
13,206
-110
84
$780K 0.22%
4,159
-250
85
$765K 0.21%
17,395
-200
86
$718K 0.2%
9,698
-725
87
$712K 0.2%
22,070
-1,420
88
$703K 0.2%
5,202
-3,573
89
$682K 0.19%
2,992
+234
90
$668K 0.19%
34,121
-1,312
91
$648K 0.18%
29,586
-1,225
92
$632K 0.18%
20,107
+2,780
93
$621K 0.17%
10,395
-650
94
$609K 0.17%
5,348
-71
95
$590K 0.17%
3,100
-100
96
$576K 0.16%
1,940
97
$571K 0.16%
29,324
+13,414
98
$556K 0.16%
1,625
-20
99
$531K 0.15%
+26,360
100
$524K 0.15%
3,410
-741
2 3
4
5 6