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
$212M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$439K
3
+$417K
4
TGT icon
Target
TGT
+$416K
5
MMM icon
3M
MMM
+$357K

Top Sells

1
+$833K
2
+$732K
3
+$261K
4
BND icon
Vanguard Total Bond Market
BND
+$217K
5
NVDA icon
NVIDIA
NVDA
+$215K

Sector Composition

1 Technology 16.16%
2 Financials 15.61%
3 Consumer Staples 12.97%
4 Healthcare 12.53%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$320K 0.15%
7,922
+1,500
102
$315K 0.15%
6,262
-400
103
$303K 0.14%
4,970
+70
104
$295K 0.14%
975
105
$294K 0.14%
16,235
+5,120
106
$294K 0.14%
3,065
-295
107
$280K 0.13%
6,300
108
$278K 0.13%
8,700
-1,600
109
$277K 0.13%
2,060
110
$276K 0.13%
1,174
-551
111
$275K 0.13%
9,640
-1,050
112
$275K 0.13%
2,574
-120
113
$263K 0.12%
7,910
+2,600
114
$251K 0.12%
10,010
+1,248
115
$246K 0.12%
22,050
+2,950
116
$243K 0.11%
11,940
-1,000
117
$243K 0.11%
+5,575
118
$243K 0.11%
22,100
119
$240K 0.11%
11,500
-2,240
120
$227K 0.11%
638
-10
121
$221K 0.1%
2,111
+52
122
$220K 0.1%
10,400
123
$220K 0.1%
6,557
-167
124
$218K 0.1%
5,887
125
$211K 0.1%
16,830
-754
2 3 4
5
6