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
$353M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$586K
3
+$440K
4
MLM icon
Martin Marietta Materials
MLM
+$398K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$347K

Top Sells

1
+$415K
2
+$399K
3
+$309K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$306K
5
SNOW icon
Snowflake
SNOW
+$296K

Sector Composition

1 Technology 19.9%
2 Financials 16.73%
3 Consumer Staples 12.06%
4 Industrials 10.09%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.09%
530
+145
127
$326K 0.09%
14,831
-498
128
$326K 0.09%
2,169
129
$314K 0.09%
+15,910
130
$307K 0.09%
3,045
-140
131
$304K 0.09%
59,296
+845
132
$286K 0.08%
6,675
133
$282K 0.08%
1,424
+60
134
$280K 0.08%
5,579
+2
135
$277K 0.08%
2,044
+103
136
$265K 0.08%
23,544
+2,605
137
$263K 0.07%
2,435
-10
138
$256K 0.07%
4,760
139
$249K 0.07%
10,625
-1,059
140
$246K 0.07%
429
-20
141
$240K 0.07%
+1,984
142
$239K 0.07%
5,887
143
$233K 0.07%
1,450
-500
144
$230K 0.07%
+5,825
145
$225K 0.06%
1,470
+25
146
$224K 0.06%
3,585
-2
147
$224K 0.06%
10,841
+946
148
$221K 0.06%
+800
149
$221K 0.06%
6,300
150
$215K 0.06%
+2,666
3 4 5
6
7