WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
+9.65%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+29%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
8.07%
Top 10 Holdings %
Top 10 Hldgs %
41.77%
Holding
150
New
23
Increased
78
Reduced
40
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.66M |
| 2 |
iShares Gold Trust
IAU
|
$1.35M |
| 3 |
Intuitive Surgical
ISRG
|
$1.32M |
| 4 |
Walmart
WMT
|
$980K |
| 5 |
PepsiCo
PEP
|
$921K |
Top Sells
| 1 |
BlackRock Credit Allocation Income Trust
BTZ
|
$814K |
| 2 |
Apple
AAPL
|
$787K |
| 3 |
Texas Instruments
TXN
|
$701K |
| 4 |
Netflix
NFLX
|
$647K |
| 5 |
Amazon
AMZN
|
$637K |
Sector Composition
| 1 | Technology | 19.09% |
| 2 | Financials | 15.09% |
| 3 | Consumer Discretionary | 12.08% |
| 4 | Healthcare | 11.18% |
| 5 | Consumer Staples | 10.56% |
