WCM

Whitener Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 25.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1 +$634K
2 +$565K
3 +$394K
4
MRK icon
Merck
MRK
+$388K
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$354K

Top Sells

1 +$697K
2 +$599K
3 +$471K
4
WMT icon
Walmart Inc
WMT
+$438K
5
NVDA icon
NVIDIA
NVDA
+$388K

Sector Composition

1 Technology 19.47%
2 Financials 18.47%
3 Consumer Staples 10.5%
4 Industrials 10.1%
5 Consumer Discretionary 8.85%