WCM

Whitener Capital Management Portfolio holdings

AUM $438M
1-Year Est. Return 27.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$618K
3
+$583K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K
5
LOW icon
Lowe's Companies
LOW
+$455K

Top Sells

1
+$202K
2
+$159K
3
+$143K
4
NKE icon
Nike
NKE
+$138K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$135K

Sector Composition

1 Technology 20.51%
2 Financials 18.45%
3 Consumer Staples 10.75%
4 Industrials 9.93%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.25%
33,877
+183
77
$1.05M 0.25%
11,917
-519
78
$1M 0.24%
19,435
+1,300
79
$967K 0.23%
8,712
+249
80
$948K 0.23%
15,505
+700
81
$904K 0.22%
505
82
$894K 0.21%
2,710
-64
83
$887K 0.21%
12,965
-90
84
$785K 0.19%
18,262
+990
85
$782K 0.19%
48,512
+754
86
$771K 0.18%
39,123
+9,079
87
$768K 0.18%
3,155
+28
88
$762K 0.18%
3,222
+52
89
$761K 0.18%
5,594
+60
90
$760K 0.18%
2,488
-57
91
$752K 0.18%
1,123
+263
92
$739K 0.18%
5,838
+325
93
$733K 0.18%
9,423
+75
94
$696K 0.17%
1,142
+110
95
$669K 0.16%
3,575
96
$651K 0.16%
10,422
-2
97
$650K 0.16%
5,424
-12
98
$605K 0.14%
1,820
-25
99
$598K 0.14%
996
-66
100
$587K 0.14%
3,196
-130
2 3
4
5 6