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
-$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$654K
3
+$645K
4
SCHW icon
Charles Schwab
SCHW
+$491K
5
LOW icon
Lowe's Companies
LOW
+$479K

Top Sells

1
+$587K
2
+$392K
3
+$282K
4
LLY icon
Eli Lilly
LLY
+$279K
5
LMT icon
Lockheed Martin
LMT
+$269K

Sector Composition

1 Financials 18.41%
2 Technology 17.95%
3 Consumer Staples 12.09%
4 Industrials 9.86%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$500K 0.14%
5,850
102
$498K 0.14%
2,520
+227
103
$496K 0.14%
1,845
-95
104
$487K 0.14%
2,325
+202
105
$486K 0.14%
864
106
$484K 0.14%
3,100
107
$480K 0.14%
1,075
-602
108
$477K 0.14%
36,949
+6,753
109
$471K 0.13%
1,574
+89
110
$448K 0.13%
7,250
-400
111
$447K 0.13%
22,963
-415
112
$440K 0.12%
4,307
+1,253
113
$436K 0.12%
+4,630
114
$433K 0.12%
5,304
+309
115
$428K 0.12%
11,296
+675
116
$424K 0.12%
4,299
-201
117
$422K 0.12%
2,891
+376
118
$409K 0.12%
21,245
+688
119
$392K 0.11%
13,871
+2
120
$380K 0.11%
18,719
-258
121
$378K 0.11%
9,426
+441
122
$374K 0.11%
550
123
$371K 0.11%
2,218
+1,014
124
$366K 0.1%
9,920
125
$353K 0.1%
19,049
+178
3 4
5
6 7