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
-$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$654K
3
+$645K
4
SCHW icon
Charles Schwab
SCHW
+$491K
5
LOW icon
Lowe's Companies
LOW
+$479K

Top Sells

1
+$587K
2
+$392K
3
+$282K
4
LLY icon
Eli Lilly
LLY
+$279K
5
LMT icon
Lockheed Martin
LMT
+$269K

Sector Composition

1 Financials 18.41%
2 Technology 17.95%
3 Consumer Staples 12.09%
4 Industrials 9.86%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$348K 0.1%
21,840
-3,340
127
$336K 0.1%
716
-48
128
$308K 0.09%
5,438
-143
129
$299K 0.08%
2,282
+156
130
$298K 0.08%
1,535
-48
131
$294K 0.08%
5,495
-100
132
$288K 0.08%
1,000
133
$288K 0.08%
1,000
-75
134
$287K 0.08%
3,305
-175
135
$274K 0.08%
550
+20
136
$268K 0.08%
3,775
+160
137
$261K 0.07%
5,897
138
$261K 0.07%
4,500
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139
$261K 0.07%
2,793
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140
$260K 0.07%
2,330
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141
$251K 0.07%
8,460
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142
$251K 0.07%
1,934
143
$250K 0.07%
1,450
144
$244K 0.07%
800
145
$242K 0.07%
11,688
-1,008
146
$233K 0.07%
880
147
$227K 0.06%
406
-13
148
$222K 0.06%
2,418
+593
149
$212K 0.06%
16,530
150
$211K 0.06%
1,865
-570
3 4 5
6
7