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
$305M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$808K
3
+$420K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$361K
5
PEP icon
PepsiCo
PEP
+$350K

Top Sells

1
+$757K
2
+$320K
3
+$218K
4
TSLA icon
Tesla
TSLA
+$211K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208K

Sector Composition

1 Technology 18.85%
2 Financials 17.4%
3 Consumer Staples 11.38%
4 Healthcare 10.36%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$315K 0.1%
5,954
+104
127
$288K 0.09%
19,380
+1,900
128
$283K 0.09%
2,320
+440
129
$281K 0.09%
557
130
$277K 0.09%
11,900
131
$273K 0.09%
5,774
-498
132
$268K 0.09%
1,950
133
$260K 0.09%
5,895
134
$260K 0.09%
6,975
+100
135
$256K 0.08%
6,950
-100
136
$256K 0.08%
+1,500
137
$249K 0.08%
+1,364
138
$239K 0.08%
456
139
$234K 0.08%
+730
140
$219K 0.07%
20,923
+1,843
141
$218K 0.07%
+375
142
$216K 0.07%
+1,714
143
$213K 0.07%
5,887
144
$209K 0.07%
+3,299
145
$203K 0.07%
11,560
-183
146
$200K 0.07%
+1,529
147
$198K 0.06%
16,240
+1,200
148
$192K 0.06%
16,171
-293
149
$191K 0.06%
39,671
+1,336
150
$165K 0.05%
46,770
-420
3 4 5
6
7