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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
Newell Brands
NWL
+$44.6K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$336K 0.19%
2,215
102
$331K 0.19%
8,591
+732
103
$321K 0.18%
5,000
104
$293K 0.17%
1,275
+25
105
$286K 0.16%
3,060
+1,003
106
$276K 0.16%
4,845
-200
107
$265K 0.15%
2,150
108
$262K 0.15%
17,001
-2,893
109
$261K 0.15%
8,339
-581
110
$261K 0.15%
1,684
+15
111
$253K 0.14%
11,130
+240
112
$249K 0.14%
11,640
+4,690
113
$242K 0.14%
+8,000
114
$242K 0.14%
2,800
115
$241K 0.14%
15,312
-888
116
$238K 0.14%
4,420
+400
117
$234K 0.13%
2,353
118
$231K 0.13%
19,320
+3,208
119
$227K 0.13%
2,590
+400
120
$226K 0.13%
14,000
+8,000
121
$221K 0.13%
10,425
+780
122
$219K 0.12%
2,010
-90
123
$216K 0.12%
13,060
-160
124
$213K 0.12%
3,125
+2,075
125
$212K 0.12%
20,820
+819
3 4
5
6 7