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
$127M
AUM Growth
-$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$379K
3
+$293K
4
WMT icon
Walmart
WMT
+$286K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$235K

Top Sells

1
+$430K
2
+$215K
3
+$192K
4
ORCL icon
Oracle
ORCL
+$185K
5
BIIB icon
Biogen
BIIB
+$180K

Sector Composition

1 Financials 18.35%
2 Healthcare 11.01%
3 Consumer Discretionary 10.81%
4 Communication Services 10.66%
5 Technology 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$286K 0.22%
5,310
-110
102
$284K 0.22%
2,249
-120
103
$279K 0.22%
7,099
+160
104
$269K 0.21%
3,675
+100
105
$267K 0.21%
4,099
-406
106
$258K 0.2%
11,072
+1,103
107
$245K 0.19%
13,220
108
$243K 0.19%
1,992
109
$241K 0.19%
10,460
+1,020
110
$240K 0.19%
6,269
111
$232K 0.18%
2,066
+1
112
$231K 0.18%
2,110
113
$230K 0.18%
3,300
114
$228K 0.18%
6,397
-491
115
$228K 0.18%
2,179
-100
116
$221K 0.17%
1,906
+161
117
$221K 0.17%
37,400
+1,600
118
$220K 0.17%
2,250
119
$208K 0.16%
2,190
120
$193K 0.15%
18,800
+6,240
121
$178K 0.14%
11,320
-700
122
$156K 0.12%
11,230
-400
123
$62K 0.05%
5,830
124
– –
-997
125
– –
-400
3 4
5
6 7