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
$357M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$531K
3
+$407K
4
PEP icon
PepsiCo
PEP
+$372K
5
CVX icon
Chevron
CVX
+$364K

Top Sells

1
+$1.6M
2
+$719K
3
+$637K
4
AAPL icon
Apple
AAPL
+$570K
5
MA icon
Mastercard
MA
+$527K

Sector Composition

1 Technology 19.72%
2 Financials 17.59%
3 Consumer Staples 11.73%
4 Industrials 10.13%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$310K 0.09%
1,583
+159
127
$304K 0.09%
+3,054
128
$293K 0.08%
3,480
129
$290K 0.08%
+1,000
130
$280K 0.08%
2,126
+82
131
$279K 0.08%
1,204
132
$276K 0.08%
530
133
$262K 0.07%
12,696
+1,855
134
$260K 0.07%
+1,075
135
$257K 0.07%
2,435
136
$254K 0.07%
3,615
+30
137
$254K 0.07%
4,215
-2,150
138
$253K 0.07%
2,169
139
$250K 0.07%
5,897
+10
140
$248K 0.07%
2,595
-450
141
$248K 0.07%
1,400
-70
142
$246K 0.07%
419
-10
143
$237K 0.07%
5,645
-180
144
$235K 0.07%
1,980
-4
145
$234K 0.07%
800
146
$231K 0.06%
4,496
-264
147
$230K 0.06%
+570
148
$224K 0.06%
+8,200
149
$219K 0.06%
20,379
-3,165
150
$217K 0.06%
45,162
-14,134
3 4 5
6
7