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
$250M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$372K
3
+$346K
4
MCD icon
McDonald's
MCD
+$330K
5
PG icon
Procter & Gamble
PG
+$300K

Top Sells

1
+$262K
2
+$260K
3
+$236K
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$228K
5
AAPL icon
Apple
AAPL
+$224K

Sector Composition

1 Technology 17.58%
2 Financials 16.56%
3 Consumer Staples 12.04%
4 Healthcare 10.89%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$230K 0.09%
6,986
-4,049
127
$224K 0.09%
1,743
+132
128
$224K 0.09%
+4,078
129
$219K 0.09%
830
+123
130
$218K 0.09%
+5,965
131
$215K 0.09%
1,950
132
$213K 0.09%
12,200
-200
133
$212K 0.09%
+2,838
134
$208K 0.08%
3,565
-365
135
$207K 0.08%
828
+15
136
$206K 0.08%
2,192
-534
137
$205K 0.08%
8,075
-200
138
$204K 0.08%
18,140
-10,150
139
$180K 0.07%
19,080
+3,000
140
$157K 0.06%
46,960
+1,430
141
$147K 0.06%
14,670
-130
142
$146K 0.06%
+11,240
143
$121K 0.05%
26,445
+8,340
144
$22.3K 0.01%
12,000
145
$17.4K 0.01%
3,047
146
– –
-10,800
147
– –
-1,815
148
– –
-18,150
149
– –
-461
150
– –
-15,682
3 4 5
6
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