WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
+5.01%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(+5.6%)
Cap. Flow
+$3.84M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
41.47%
Holding
134
New
6
Increased
66
Reduced
44
Closed
1
Top Buys
| 1 |
McDonald's
MCD
|
$378K |
| 2 |
Apple
AAPL
|
$330K |
| 3 |
Pfizer
PFE
|
$273K |
| 4 |
Verizon
VZ
|
$248K |
| 5 |
Fifth Third Bancorp
FITB
|
$220K |
Top Sells
| 1 |
Amazon
AMZN
|
$640K |
| 2 |
ASA
ASA Gold and Precious Metals
ASA
|
$200K |
| 3 |
Texas Instruments
TXN
|
$189K |
| 4 |
Gilead Sciences
GILD
|
$142K |
| 5 |
Netflix
NFLX
|
$99.1K |
Sector Composition
| 1 | Technology | 17.2% |
| 2 | Financials | 16.61% |
| 3 | Consumer Discretionary | 12.47% |
| 4 | Healthcare | 10.69% |
| 5 | Consumer Staples | 10.5% |
