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
$276M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$697K
3
+$482K
4
MO icon
Altria Group
MO
+$416K
5
DE icon
Deere & Co
DE
+$386K

Top Sells

1
+$393K
2
+$361K
3
+$333K
4
ALB icon
Albemarle
ALB
+$283K
5
WMT icon
Walmart
WMT
+$273K

Sector Composition

1 Technology 18.76%
2 Financials 17.35%
3 Consumer Staples 11.11%
4 Industrials 10.52%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.09%
7,050
-150
127
$250K 0.09%
1,950
128
$243K 0.09%
17,480
+6,240
129
$238K 0.09%
5,895
-70
130
$237K 0.09%
6,875
-1,200
131
$231K 0.08%
+2,702
132
$222K 0.08%
11,900
-300
133
$218K 0.08%
7,725
-2,420
134
$217K 0.08%
+456
135
$212K 0.08%
+5,887
136
$211K 0.08%
848
+20
137
$208K 0.08%
2,092
-100
138
$206K 0.07%
+439
139
$204K 0.07%
+7,215
140
$203K 0.07%
9,740
-2,000
141
$202K 0.07%
+1,880
142
$197K 0.07%
11,743
-8,023
143
$189K 0.07%
19,080
144
$189K 0.07%
16,464
-12,008
145
$181K 0.07%
15,040
-3,100
146
$176K 0.06%
38,335
+11,890
147
$168K 0.06%
47,190
+230
148
$143K 0.05%
14,220
-450
149
$44.2K 0.02%
5,838
-32,277
150
$28.2K 0.01%
12,000
3 4 5
6
7