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
$353M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$586K
3
+$440K
4
MLM icon
Martin Marietta Materials
MLM
+$398K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$347K

Top Sells

1
+$415K
2
+$399K
3
+$309K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$306K
5
SNOW icon
Snowflake
SNOW
+$296K

Sector Composition

1 Technology 19.9%
2 Financials 16.73%
3 Consumer Staples 12.06%
4 Industrials 10.09%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.06%
16,530
-100
152
$211K 0.06%
2,226
-766
153
$209K 0.06%
+590
154
$208K 0.06%
+1,204
155
$75.7K 0.02%
20,300
-15,070
156
– –
-2,645
157
– –
-2,320
158
– –
-2,193
159
– –
-13,751
160
– –
-1,500
161
– –
-10,140
3 4 5 6
7