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
$330M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$935K
2
+$766K
3
+$571K
4
HON icon
Honeywell
HON
+$517K
5
V icon
Visa
V
+$478K

Top Sells

1
+$473K
2
+$391K
3
+$277K
4
LDOS icon
Leidos
LDOS
+$200K
5
TFC icon
Truist Financial
TFC
+$164K

Sector Composition

1 Technology 20.88%
2 Financials 16.51%
3 Consumer Staples 11.55%
4 Industrials 9.74%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$466K 0.14%
972
+167
102
$465K 0.14%
2,010
103
$441K 0.13%
7,650
+100
104
$435K 0.13%
3,310
+608
105
$434K 0.13%
2,380
+169
106
$425K 0.13%
10,859
+529
107
$421K 0.13%
757
+200
108
$401K 0.12%
4,238
+465
109
$400K 0.12%
24,658
+2,100
110
$393K 0.12%
+21,153
111
$386K 0.12%
2,648
+216
112
$385K 0.12%
1,715
+50
113
$383K 0.12%
7,871
+140
114
$374K 0.11%
11,172
-3,110
115
$371K 0.11%
1,289
+5
116
$366K 0.11%
24,780
+5,400
117
$366K 0.11%
+11,606
118
$362K 0.11%
11,684
-447
119
$362K 0.11%
27,950
+1,150
120
$360K 0.11%
4,698
+176
121
$358K 0.11%
8,984
+1
122
$351K 0.11%
915
+185
123
$343K 0.1%
2,169
-80
124
$319K 0.1%
5,954
125
$314K 0.1%
6,395
-790
3 4
5
6 7