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
$212M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$439K
3
+$417K
4
TGT icon
Target
TGT
+$416K
5
MMM icon
3M
MMM
+$357K

Top Sells

1
+$833K
2
+$732K
3
+$261K
4
BND icon
Vanguard Total Bond Market
BND
+$217K
5
NVDA icon
NVIDIA
NVDA
+$215K

Sector Composition

1 Technology 16.16%
2 Financials 15.91%
3 Consumer Staples 12.97%
4 Healthcare 12.53%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.1%
1,451
-365
127
$205K 0.1%
4,456
-1,646
128
$205K 0.1%
+2,157
129
$205K 0.1%
18,643
+10
130
$164K 0.08%
12,200
131
$120K 0.06%
27,110
-2,390
132
$96K 0.05%
+10,960
133
$87K 0.04%
12,210
134
$29K 0.01%
3,047
135
$18K 0.01%
12,000
136
– –
-4,545
137
– –
-7,740
138
– –
-3,462
139
– –
-2,892
2 3 4 5
6