WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
-4.71%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(-4.7%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
5.63%
Top 10 Holdings %
Top 10 Hldgs %
40.88%
Holding
139
New
3
Increased
70
Reduced
48
Closed
4
Top Buys
| 1 |
Truist Financial
TFC
|
$519K |
| 2 |
Deere & Co
DE
|
$439K |
| 3 |
AbbVie
ABBV
|
$417K |
| 4 |
Target
TGT
|
$416K |
| 5 |
3M
MMM
|
$357K |
Top Sells
| 1 |
Apple
AAPL
|
$833K |
| 2 |
Amazon
AMZN
|
$732K |
| 3 |
Organon & Co
OGN
|
$261K |
| 4 |
Vanguard Total Bond Market
BND
|
$217K |
| 5 |
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% |
