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
$280M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.35M
3
+$980K
4
PEP icon
PepsiCo
PEP
+$921K
5
MRK icon
Merck
MRK
+$917K

Top Sells

1
+$814K
2
+$787K
3
+$701K
4
NFLX icon
Netflix
NFLX
+$647K
5
AMZN icon
Amazon
AMZN
+$637K

Sector Composition

1 Technology 19.09%
2 Financials 15.09%
3 Consumer Discretionary 12.08%
4 Healthcare 11.18%
5 Consumer Staples 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.16%
7,760
+920
102
$443K 0.16%
4,667
-300
103
$421K 0.15%
4,830
+200
104
$407K 0.15%
20,804
+3,514
105
$405K 0.14%
+7,300
106
$375K 0.13%
6,662
-1,000
107
$361K 0.13%
+5,030
108
$360K 0.13%
9,600
+200
109
$351K 0.13%
2,150
110
$350K 0.13%
+23,350
111
$341K 0.12%
+969
112
$337K 0.12%
21,600
-300
113
$336K 0.12%
708
-15
114
$336K 0.12%
3,967
-378
115
$334K 0.12%
15,650
+61
116
$333K 0.12%
985
-474
117
$333K 0.12%
4,607
+837
118
$325K 0.12%
7,255
-550
119
$321K 0.11%
+2,816
120
$307K 0.11%
11,980
-1,020
121
$305K 0.11%
14,240
-340
122
$300K 0.11%
875
123
$297K 0.11%
2,569
+949
124
$294K 0.11%
21,940
-1,630
125
$282K 0.1%
12,940
+520
2 3 4
5
6