WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
+7.97%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(+8.9%)
Cap. Flow
+$2.7M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
41.59%
Holding
140
New
7
Increased
67
Reduced
44
Closed
2
Top Buys
| 1 |
Roblox
RBLX
|
$545K |
| 2 |
Merck
MRK
|
$433K |
| 3 |
PayPal
PYPL
|
$430K |
| 4 |
CSX Corp
CSX
|
$386K |
| 5 |
PepsiCo
PEP
|
$382K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.19M |
| 2 |
Apple
AAPL
|
$616K |
| 3 |
Nike
NKE
|
$463K |
| 4 |
Netflix
NFLX
|
$436K |
| 5 |
Texas Instruments
TXN
|
$422K |
Sector Composition
| 1 | Technology | 17.16% |
| 2 | Financials | 16.94% |
| 3 | Consumer Discretionary | 12.39% |
| 4 | Healthcare | 10.65% |
| 5 | Consumer Staples | 10.37% |
