WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
-14.49%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(-17%)
Cap. Flow
+$8.45M
Cap. Flow
% of AUM
3.81%
Top 10 Holdings %
Top 10 Hldgs %
40.68%
Holding
149
New
5
Increased
68
Reduced
45
Closed
13
Top Buys
| 1 |
Truist Financial
TFC
|
$766K |
| 2 |
Target
TGT
|
$669K |
| 3 |
Palo Alto Networks
PANW
|
$472K |
| 4 |
TRI-Continental Corp
TY
|
$414K |
| 5 |
Norfolk Southern
NSC
|
$377K |
Top Sells
| 1 |
Skyworks Solutions
SWKS
|
$664K |
| 2 |
Wynn Resorts
WYNN
|
$640K |
| 3 |
Coinbase
COIN
|
$498K |
| 4 |
Netflix
NFLX
|
$488K |
| 5 |
Walt Disney
DIS
|
$443K |
Sector Composition
| 1 | Technology | 16.52% |
| 2 | Financials | 15.55% |
| 3 | Healthcare | 13.1% |
| 4 | Consumer Staples | 12.27% |
| 5 | Consumer Discretionary | 10.46% |
