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
$305M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$808K
3
+$420K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$361K
5
PEP icon
PepsiCo
PEP
+$350K

Top Sells

1
+$757K
2
+$320K
3
+$218K
4
TSLA icon
Tesla
TSLA
+$211K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208K

Sector Composition

1 Technology 18.85%
2 Financials 17.4%
3 Consumer Staples 11.38%
4 Healthcare 10.36%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$453K 0.15%
2,803
+43
102
$452K 0.15%
2,171
+108
103
$448K 0.15%
10,330
-304
104
$445K 0.15%
2,249
+45
105
$438K 0.14%
7,550
+50
106
$419K 0.14%
11,762
-752
107
$407K 0.13%
2,211
+98
108
$402K 0.13%
575
-17
109
$391K 0.13%
40,400
110
$372K 0.12%
1,284
+78
111
$364K 0.12%
7,731
+250
112
$361K 0.12%
+7,185
113
$361K 0.12%
3,773
+449
114
$359K 0.12%
2,432
+296
115
$358K 0.12%
805
+10
116
$355K 0.12%
22,558
117
$355K 0.12%
1,665
+170
118
$350K 0.11%
3,220
-190
119
$346K 0.11%
1,795
-615
120
$346K 0.11%
26,800
+2,000
121
$345K 0.11%
4,522
+502
122
$337K 0.11%
8,983
+650
123
$323K 0.11%
2,445
+90
124
$319K 0.1%
666
+227
125
$319K 0.1%
2,702
3 4
5
6 7