WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
-1.06%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$353M
AUM Growth
-$3.54M
(-0.99%)
Cap. Flow
+$4.65M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
42.19%
Holding
159
New
1
Increased
73
Reduced
61
Closed
5
Top Buys
| 1 |
CrowdStrike
CRWD
|
$802K |
| 2 |
UnitedHealth
UNH
|
$654K |
| 3 |
NVIDIA
NVDA
|
$645K |
| 4 |
Charles Schwab
SCHW
|
$491K |
| 5 |
Lowe's Companies
LOW
|
$479K |
Top Sells
| 1 |
Apple
AAPL
|
$587K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$392K |
| 3 |
Northrop Grumman
NOC
|
$282K |
| 4 |
Eli Lilly
LLY
|
$279K |
| 5 |
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% |
