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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.81M
3
+$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$145K 0.12%
+845
127
$145K 0.12%
+7,950
128
$142K 0.12%
+2,846
129
$140K 0.12%
+12,560
130
$133K 0.11%
+2,564
131
$130K 0.11%
+1,090
132
$127K 0.11%
+7,960
133
$123K 0.11%
+1,680
134
$122K 0.1%
+1,075
135
$119K 0.1%
+2,450
136
$117K 0.1%
+850
137
$115K 0.1%
+2,300
138
$114K 0.1%
+12,952
139
$113K 0.1%
+6,210
140
$111K 0.1%
+3,634
141
$110K 0.09%
+4,964
142
$108K 0.09%
+3,895
143
$105K 0.09%
+2,910
144
$103K 0.09%
+1,892
145
$102K 0.09%
+410
146
$98K 0.08%
+20,280
147
$98K 0.08%
+10,720
148
$96K 0.08%
+1,577
149
$96K 0.08%
+1,300
150
$95K 0.08%
+1,851
4 5
6
7 8