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
$353M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$586K
3
+$440K
4
MLM icon
Martin Marietta Materials
MLM
+$398K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$347K

Top Sells

1
+$415K
2
+$399K
3
+$309K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$306K
5
SNOW icon
Snowflake
SNOW
+$296K

Sector Composition

1 Technology 19.9%
2 Financials 16.73%
3 Consumer Staples 12.06%
4 Industrials 10.09%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$489K 0.14%
9,801
+1,930
102
$484K 0.14%
2,035
+320
103
$482K 0.14%
21,850
-14,000
104
$481K 0.14%
23,867
+1,718
105
$480K 0.14%
7,650
106
$471K 0.13%
4,900
-916
107
$461K 0.13%
1,645
+730
108
$450K 0.13%
2,247
-133
109
$450K 0.13%
921
-51
110
$427K 0.12%
10,220
-639
111
$426K 0.12%
550
-25
112
$419K 0.12%
11,032
-140
113
$407K 0.12%
24,780
114
$394K 0.11%
3,795
-443
115
$392K 0.11%
757
116
$390K 0.11%
4,694
-4
117
$387K 0.11%
2,514
-134
118
$385K 0.11%
29,186
+1,236
119
$385K 0.11%
5,850
-104
120
$377K 0.11%
19,475
-1,678
121
$373K 0.11%
8,985
+1
122
$363K 0.1%
5,895
123
$361K 0.1%
3,480
+170
124
$360K 0.1%
6,365
-30
125
$347K 0.1%
+17,742
3 4
5
6 7