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
$250M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$427K
2 +$400K
3 +$361K
4
MCD icon
McDonald's
MCD
+$357K
5
PG icon
Procter & Gamble
PG
+$314K

Top Sells

1 +$280K
2 +$276K
3 +$249K
4
AAPL icon
Apple
AAPL
+$240K
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$228K

Sector Composition

1 Technology 17.58%
2 Financials 16.95%
3 Consumer Staples 12.04%
4 Healthcare 10.89%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,887
152
-11,350