WCM

Whitener Capital Management Portfolio holdings

AUM $438M
1-Year Est. Return 27.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$618K
3
+$583K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K
5
LOW icon
Lowe's Companies
LOW
+$455K

Top Sells

1
+$202K
2
+$159K
3
+$143K
4
NKE icon
Nike
NKE
+$138K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$135K

Sector Composition

1 Technology 20.51%
2 Financials 18.45%
3 Consumer Staples 10.75%
4 Industrials 9.93%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$574K 0.14%
33,425
-4,000
102
$547K 0.13%
3,268
-77
103
$546K 0.13%
5,863
104
$539K 0.13%
500
105
$537K 0.13%
3,230
+128
106
$533K 0.13%
7,836
+586
107
$524K 0.13%
10,160
+686
108
$522K 0.12%
40,179
+2,230
109
$517K 0.12%
26,412
+1,759
110
$515K 0.12%
2,090
+61
111
$514K 0.12%
25,204
+156
112
$494K 0.12%
9,897
113
$494K 0.12%
6,525
114
$491K 0.12%
983
-10
115
$481K 0.12%
4,199
-3
116
$480K 0.11%
12,230
+170
117
$472K 0.11%
1,633
+23
118
$469K 0.11%
24,910
+4,952
119
$443K 0.11%
4,940
+240
120
$436K 0.1%
3,132
+20
121
$431K 0.1%
18,630
+260
122
$419K 0.1%
1,180
+180
123
$408K 0.1%
+917
124
$402K 0.1%
23,785
125
$395K 0.09%
13,992
+136
3 4
5
6 7