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
-$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$654K
3
+$645K
4
SCHW icon
Charles Schwab
SCHW
+$491K
5
LOW icon
Lowe's Companies
LOW
+$479K

Top Sells

1
+$587K
2
+$392K
3
+$282K
4
LLY icon
Eli Lilly
LLY
+$279K
5
LMT icon
Lockheed Martin
LMT
+$269K

Sector Composition

1 Financials 18.41%
2 Technology 17.95%
3 Consumer Staples 12.09%
4 Industrials 9.86%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$918K 0.26%
495
77
$855K 0.24%
42,004
+15,644
78
$838K 0.24%
4,060
+682
79
$834K 0.24%
14,870
+247
80
$825K 0.23%
3,600
-100
81
$815K 0.23%
13,206
82
$757K 0.21%
18,135
+740
83
$742K 0.21%
3,142
+150
84
$736K 0.21%
5,074
-4
85
$729K 0.21%
4,059
-100
86
$719K 0.2%
10,595
+200
87
$687K 0.19%
9,473
-225
88
$681K 0.19%
4,868
+85
89
$660K 0.19%
5,348
90
$657K 0.19%
46,172
-3,806
91
$653K 0.18%
35,121
+1,000
92
$623K 0.18%
28,092
-1,494
93
$619K 0.18%
21,020
-1,050
94
$573K 0.16%
1,119
-550
95
$569K 0.16%
15,745
+836
96
$558K 0.16%
4,945
+986
97
$546K 0.15%
27,846
-1,478
98
$519K 0.15%
4,977
-225
99
$512K 0.15%
1,642
+1,032
100
$510K 0.14%
3,320
-90
2 3
4
5 6