WCM

Whitener Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 25.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.3M
3
+$1.07M
4
PEP icon
PepsiCo
PEP
+$970K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$933K

Top Sells

1
+$132K
2
+$94.5K
3
+$92.2K
4
CSCO icon
Cisco
CSCO
+$61.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.5K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.12%
4,590
-60
127
$189K 0.11%
7,350
-600
128
$188K 0.11%
4,187
+157
129
$187K 0.11%
3,587
+1,168
130
$187K 0.11%
517
+25
131
$187K 0.11%
1,709
+1
132
$184K 0.1%
6,640
+60
133
$177K 0.1%
3,460
-205
134
$177K 0.1%
2,300
135
$177K 0.1%
8,400
+2,200
136
$173K 0.1%
16,712
+464
137
$171K 0.1%
6,515
+3,200
138
$164K 0.09%
3,278
-520
139
$158K 0.09%
7,505
+3,740
140
$156K 0.09%
2,858
+342
141
$152K 0.09%
1,330
-20
142
$150K 0.09%
1,275
143
$149K 0.08%
2,125
+1,925
144
$148K 0.08%
2,664
+40
145
$145K 0.08%
11,340
146
$144K 0.08%
850
147
$136K 0.08%
4,875
+3,050
148
$136K 0.08%
9,820
149
$133K 0.08%
2,400
-100
150
$133K 0.08%
570
-100
4 5
6
7 8