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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.36M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.31M
5
V icon
Visa
V
+$3.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$93K 0.08%
+2,166
152
$92K 0.08%
+2,890
153
$89K 0.08%
+280
154
$86K 0.07%
+551
155
$86K 0.07%
+1,225
156
$82K 0.07%
+4,100
157
$82K 0.07%
+1,110
158
$80K 0.07%
+1,600
159
$80K 0.07%
+790
160
$78K 0.07%
+1,200
161
$78K 0.07%
+5,830
162
$76K 0.07%
+2,937
163
$70K 0.06%
+418
164
$70K 0.06%
+675
165
$70K 0.06%
+4,234
166
$70K 0.06%
+2,914
167
$69K 0.06%
+1,050
168
$67K 0.06%
+2,205
169
$66K 0.06%
+1,340
170
$64K 0.06%
+479
171
$63K 0.05%
+4,100
172
$62K 0.05%
+1,100
173
$61K 0.05%
+1,522
174
$60K 0.05%
+485
175
$59K 0.05%
+810
5 6
7
8 9