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
$357M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$531K
3
+$407K
4
PEP icon
PepsiCo
PEP
+$372K
5
CVX icon
Chevron
CVX
+$364K

Top Sells

1
+$1.6M
2
+$719K
3
+$637K
4
AAPL icon
Apple
AAPL
+$570K
5
MA icon
Mastercard
MA
+$527K

Sector Composition

1 Technology 19.72%
2 Financials 17.59%
3 Consumer Staples 11.73%
4 Industrials 10.13%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$514K 0.14%
2,293
+46
102
$509K 0.14%
864
-62
103
$501K 0.14%
4,500
-400
104
$495K 0.14%
14,909
-126
105
$469K 0.13%
7,650
106
$454K 0.13%
23,378
+5,636
107
$446K 0.13%
2,123
+88
108
$445K 0.12%
1,485
+49
109
$444K 0.12%
5,850
110
$439K 0.12%
5,595
-300
111
$438K 0.12%
3,959
+164
112
$417K 0.12%
20,557
-3,310
113
$415K 0.12%
30,196
+1,010
114
$404K 0.11%
10,621
+820
115
$393K 0.11%
4,995
+301
116
$391K 0.11%
25,180
+400
117
$391K 0.11%
764
-157
118
$390K 0.11%
8,985
119
$372K 0.1%
9,920
-300
120
$370K 0.1%
18,977
-498
121
$347K 0.1%
550
122
$346K 0.1%
+18,871
123
$346K 0.1%
2,515
+1
124
$327K 0.09%
5,581
+2
125
$316K 0.09%
13,869
-962
3 4
5
6 7