WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
+3.41%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$357M
AUM Growth
+$4.35M
(+1.2%)
Cap. Flow
-$4.31M
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
45.34%
Holding
166
New
11
Increased
53
Reduced
74
Closed
8
Top Buys
| 1 |
Pfizer
PFE
|
$588K |
| 2 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
$531K |
| 3 |
McDonald's
MCD
|
$407K |
| 4 |
PepsiCo
PEP
|
$372K |
| 5 |
Chevron
CVX
|
$364K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.6M |
| 2 |
Truist Financial
TFC
|
$719K |
| 3 |
Walmart
WMT
|
$637K |
| 4 |
Apple
AAPL
|
$570K |
| 5 |
Mastercard
MA
|
$527K |
Sector Composition
| 1 | Technology | 19.72% |
| 2 | Financials | 17.59% |
| 3 | Consumer Staples | 11.73% |
| 4 | Industrials | 10.13% |
| 5 | Consumer Discretionary | 10.12% |
