WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
-0.12%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$217M
AUM Growth
+$217M
(-13%)
Cap. Flow
-$9.23M
Cap. Flow
% of AUM
-4.25%
Top 10 Holdings %
Top 10 Hldgs %
43.71%
Holding
141
New
3
Increased
42
Reduced
73
Closed
14
Top Buys
| 1 |
Amazon
AMZN
|
$866K |
| 2 |
Netflix
NFLX
|
$549K |
| 3 |
Texas Instruments
TXN
|
$525K |
| 4 |
Snowflake
SNOW
|
$410K |
| 5 |
Nike
NKE
|
$403K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.32M |
| 2 |
CSX Corp
CSX
|
$1.13M |
| 3 |
Merck
MRK
|
$618K |
| 4 |
PepsiCo
PEP
|
$598K |
| 5 |
Roblox
RBLX
|
$545K |
Sector Composition
| 1 | Technology | 18.28% |
| 2 | Financials | 15.6% |
| 3 | Consumer Discretionary | 13.33% |
| 4 | Consumer Staples | 11.06% |
| 5 | Healthcare | 10.96% |
