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
$250M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$372K
3
+$346K
4
MCD icon
McDonald's
MCD
+$330K
5
PG icon
Procter & Gamble
PG
+$300K

Top Sells

1
+$262K
2
+$260K
3
+$236K
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$228K
5
AAPL icon
Apple
AAPL
+$224K

Sector Composition

1 Technology 17.58%
2 Financials 16.56%
3 Consumer Staples 12.04%
4 Healthcare 10.89%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$346K 0.14%
+7,115
102
$343K 0.14%
2,091
+49
103
$338K 0.14%
26,800
104
$324K 0.13%
2,011
+29
105
$320K 0.13%
9,450
+330
106
$320K 0.13%
40,400
+100
107
$312K 0.12%
28,472
-494
108
$310K 0.12%
675
109
$309K 0.12%
22,050
+646
110
$307K 0.12%
2,060
111
$306K 0.12%
23,789
+9,309
112
$297K 0.12%
19,766
-8,155
113
$294K 0.12%
38,115
-33,651
114
$289K 0.12%
6,250
115
$288K 0.12%
705
+180
116
$284K 0.11%
794
-59
117
$284K 0.11%
557
+3
118
$264K 0.11%
7,081
+966
119
$262K 0.11%
3,812
+138
120
$256K 0.1%
6,294
-47
121
$254K 0.1%
11,970
122
$243K 0.1%
11,740
-4,400
123
$242K 0.1%
7,200
-500
124
$236K 0.09%
+7,871
125
$236K 0.09%
2,105
3 4
5
6 7