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
$231M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$346K
3
+$267K
4
VZ icon
Verizon
VZ
+$240K
5
TSLA icon
Tesla
TSLA
+$234K

Top Sells

1
+$656K
2
+$200K
3
+$174K
4
GILD icon
Gilead Sciences
GILD
+$142K
5
NFLX icon
Netflix
NFLX
+$101K

Sector Composition

1 Technology 17.2%
2 Financials 16.61%
3 Consumer Discretionary 12.47%
4 Healthcare 10.69%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$218K 0.09%
+2,726
127
$215K 0.09%
+6,700
128
$214K 0.09%
+5,630
129
$207K 0.09%
+933
130
$201K 0.09%
27,401
+6,030
131
$200K 0.09%
+5,518
132
$151K 0.07%
11,004
-3,124
133
$56K 0.02%
1,920
+920
134
– –
-9,180
2 3 4 5
6