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
$276M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$697K
3
+$482K
4
MO icon
Altria Group
MO
+$416K
5
DE icon
Deere & Co
DE
+$386K

Top Sells

1
+$393K
2
+$361K
3
+$333K
4
ALB icon
Albemarle
ALB
+$283K
5
WMT icon
Walmart
WMT
+$273K

Sector Composition

1 Technology 18.76%
2 Financials 17.35%
3 Consumer Staples 11.11%
4 Industrials 10.52%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$414K 0.15%
2,940
102
$409K 0.15%
5,941
+1,863
103
$404K 0.15%
7,500
+100
104
$404K 0.15%
3,410
-520
105
$397K 0.14%
2,063
-28
106
$386K 0.14%
2,060
107
$384K 0.14%
2,204
-140
108
$378K 0.14%
2,113
+102
109
$368K 0.13%
1,206
+376
110
$346K 0.13%
40,400
111
$344K 0.12%
592
-83
112
$332K 0.12%
557
113
$326K 0.12%
795
+1
114
$320K 0.12%
9,450
115
$318K 0.12%
7,481
+400
116
$315K 0.11%
+1,495
117
$314K 0.11%
24,800
-2,000
118
$311K 0.11%
22,558
+508
119
$296K 0.11%
5,850
-400
120
$291K 0.11%
2,136
+393
121
$290K 0.1%
4,020
+208
122
$287K 0.1%
2,355
+250
123
$284K 0.1%
3,324
+486
124
$283K 0.1%
8,333
+462
125
$271K 0.1%
6,272
-22
3 4
5
6 7