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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.81M
3
+$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.21%
+2,250
102
$240K 0.21%
+13,770
103
$240K 0.21%
+3,570
104
$232K 0.2%
+5,952
105
$230K 0.2%
+2,155
106
$223K 0.19%
+2,250
107
$223K 0.19%
+5,451
108
$210K 0.18%
+660
109
$207K 0.18%
+12,850
110
$206K 0.18%
+3,505
111
$200K 0.17%
+1,365
112
$196K 0.17%
+1,624
113
$193K 0.17%
+1,992
114
$188K 0.16%
+1,795
115
$185K 0.16%
+2,190
116
$181K 0.16%
+3,460
117
$174K 0.15%
+9,403
118
$173K 0.15%
+3,665
119
$166K 0.14%
+1,644
120
$160K 0.14%
+2,400
121
$160K 0.14%
+11,630
122
$159K 0.14%
+17,000
123
$152K 0.13%
+8,964
124
$151K 0.13%
+978
125
$149K 0.13%
+1,519
3 4
5
6 7