WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
+11.14%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$305M
AUM Growth
+$29.2M
(+11%)
Cap. Flow
+$5.24M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
41.76%
Holding
159
New
9
Increased
85
Reduced
45
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$1M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$808K |
| 3 |
UnitedHealth
UNH
|
$420K |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$361K |
| 5 |
PepsiCo
PEP
|
$350K |
Top Sells
| 1 |
Apple
AAPL
|
$757K |
| 2 |
Federated Hermes
FHI
|
$320K |
| 3 |
PLL
Piedmont Lithium
PLL
|
$218K |
| 4 |
Tesla
TSLA
|
$211K |
| 5 |
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% |
