WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
+6.06%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+4.5%)
Cap. Flow
+$542K
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
40.42%
Holding
141
New
5
Increased
59
Reduced
61
Closed
5
Top Buys
| 1 |
Exxon Mobil
XOM
|
$801K |
| 2 |
First Citizens BancShares
FCNCA
|
$611K |
| 3 |
McDonald's
MCD
|
$556K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$360K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$235K |
Top Sells
| 1 |
Apple
AAPL
|
$747K |
| 2 |
Amazon
AMZN
|
$512K |
| 3 |
Goldman Sachs
GS
|
$252K |
| 4 |
Organon & Co
OGN
|
$243K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$225K |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 15.84% |
| 3 | Consumer Staples | 12.89% |
| 4 | Healthcare | 11.64% |
| 5 | Industrials | 10.37% |
