WCM

Whitener Capital Management Portfolio holdings

AUM $438M
1-Year Est. Return 27.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$618K
3
+$583K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K
5
LOW icon
Lowe's Companies
LOW
+$455K

Top Sells

1
+$202K
2
+$159K
3
+$143K
4
NKE icon
Nike
NKE
+$138K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$135K

Sector Composition

1 Technology 20.51%
2 Financials 18.45%
3 Consumer Staples 10.75%
4 Industrials 9.93%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$387K 0.09%
3,810
-47
127
$381K 0.09%
10,730
-100
128
$380K 0.09%
1,934
129
$368K 0.09%
1,705
+50
130
$367K 0.09%
5,615
+70
131
$360K 0.09%
2,331
+113
132
$358K 0.09%
4,574
-616
133
$355K 0.09%
1,645
+420
134
$343K 0.08%
17,302
-10
135
$328K 0.08%
+3,272
136
$326K 0.08%
5,133
-337
137
$324K 0.08%
5,000
138
$310K 0.07%
9,870
-50
139
$307K 0.07%
632
+64
140
$300K 0.07%
5,940
+122
141
$278K 0.07%
9,685
+365
142
$272K 0.07%
408
+2
143
$271K 0.06%
923
144
$268K 0.06%
+7,979
145
$258K 0.06%
857
146
$251K 0.06%
2,445
-900
147
$250K 0.06%
12,099
148
$250K 0.06%
5,592
-798
149
$249K 0.06%
2,962
+163
150
$246K 0.06%
+1,300
3 4 5
6
7