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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.3M
3
+$1.07M
4
PEP icon
PepsiCo
PEP
+$970K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$933K

Top Sells

1
+$132K
2
+$94.5K
3
+$92.2K
4
CSCO icon
Cisco
CSCO
+$61.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.5K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$133K 0.08%
2,924
152
$133K 0.08%
+2,702
153
$131K 0.07%
1,884
154
$130K 0.07%
6,190
+300
155
$130K 0.07%
4,660
156
$116K 0.07%
701
157
$111K 0.06%
9,740
+300
158
$111K 0.06%
7,475
159
$109K 0.06%
2,048
160
$106K 0.06%
925
161
$106K 0.06%
1,220
162
$105K 0.06%
2,270
-700
163
$103K 0.06%
775
164
$103K 0.06%
620
165
$101K 0.06%
540
166
$99K 0.06%
2,901
+2,804
167
$99K 0.06%
2,694
-677
168
$99K 0.06%
860
169
$98K 0.06%
4,112
+950
170
$96K 0.05%
4,450
171
$95K 0.05%
4,650
172
$95K 0.05%
1,610
173
$94K 0.05%
4,700
174
$94K 0.05%
555
+300
175
$93K 0.05%
1,699
5 6
7
8 9