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
$276M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$775K
2
+$698K
3
+$432K
4
MO icon
Altria Group
MO
+$427K
5
DE icon
Deere & Co
DE
+$364K

Top Sells

1
+$413K
2
+$354K
3
+$286K
4
WMT icon
Walmart Inc
WMT
+$275K
5
ALB icon
Albemarle
ALB
+$269K

Sector Composition

1 Technology 18.76%
2 Financials 17.72%
3 Consumer Staples 11.11%
4 Industrials 10.52%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,970
152
– –
-3,047
153
– –
-3,565
154
– –
-6,986
3 4 5 6
7