WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
+8.17%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(+9%)
Cap. Flow
+$4.3M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
41.64%
Holding
146
New
10
Increased
61
Reduced
56
Closed
–
Top Buys
| 1 |
Truist Financial
TFC
|
$1.24M |
| 2 |
Piedmont Lithium
PLL
|
$422K |
| 3 |
Goldman Sachs
GS
|
$324K |
| 4 |
Adobe
ADBE
|
$271K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$270K |
Top Sells
| 1 |
Apple
AAPL
|
$449K |
| 2 |
Amazon
AMZN
|
$221K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$220K |
| 4 |
SABA
Saba Capital Income & Opportunities Fund II
SABA
|
$178K |
| 5 |
iShares Gold Trust
IAU
|
$160K |
Sector Composition
| 1 | Technology | 18.28% |
| 2 | Financials | 15.88% |
| 3 | Consumer Staples | 12.09% |
| 4 | Healthcare | 10.95% |
| 5 | Industrials | 10.31% |
