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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$661K
3
+$539K
4
NFLX icon
Netflix
NFLX
+$475K
5
VZ icon
Verizon
VZ
+$453K

Top Sells

1
+$1.39M
2
+$918K
3
+$906K
4
KHC icon
Kraft Heinz
KHC
+$778K
5
AMGN icon
Amgen
AMGN
+$350K

Sector Composition

1 Financials 17.63%
2 Healthcare 11.75%
3 Technology 11.25%
4 Consumer Staples 10.56%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$113K 0.07%
1,884
-518
152
$112K 0.07%
1,475
-2,300
153
$112K 0.07%
701
154
$111K 0.07%
620
155
$110K 0.07%
7,475
+2,700
156
$106K 0.07%
1,220
+30
157
$105K 0.07%
2,048
158
$104K 0.07%
925
+50
159
$100K 0.07%
4,470
+50
160
$98K 0.06%
540
161
$96K 0.06%
9,440
+260
162
$94K 0.06%
775
163
$94K 0.06%
860
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164
$92K 0.06%
+4,450
165
$91K 0.06%
+4,700
166
$91K 0.06%
+4,650
167
$91K 0.06%
6,485
-600
168
$91K 0.06%
805
169
$89K 0.06%
3,495
170
$87K 0.06%
1,808
171
$87K 0.06%
1,699
172
$87K 0.06%
3,315
+2,350
173
$85K 0.06%
1,200
174
$83K 0.05%
1,050
175
$81K 0.05%
1,883
5 6
7
8 9