WCM
Whitener Capital Management Portfolio holdings
AUM
$418M
1-Year Est. Return
23.31%
1 Year Est. Return
+23.31%
AUM
$378M
AUM Growth
+$24.2M
(+6.8%)
Holding
158
Top Buys
| 1 | +$447K | |
| 2 | +$388K | |
| 3 | +$305K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$248K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$241K |
Top Sells
| 1 | +$3.74M | |
| 2 | +$646K | |
| 3 | +$616K | |
| 4 |
Microsoft
MSFT
|
+$455K |
| 5 |
JPMorgan Chase
JPM
|
+$337K |
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Financials | 18.95% |
| 3 | Consumer Staples | 11.46% |
| 4 | Industrials | 10.36% |
| 5 | Consumer Discretionary | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Marvell Technology
MRVL
$78.4B
| $217K | 0.06% |
+2,799
|
|
||
|
PAI
152
Western Asset Investment Grade Income Fund
PAI
$118M
| $214K | 0.06% |
16,512
-18
|
|
||
153
Vornado Realty Trust
VNO
$7.15B
| $213K | 0.06% |
5,570
-75
|
|
||
154
Strategy Inc
MSTR
$69.5B
| $202K | 0.05% |
500
-500
|
|
||
|
TSI
155
TCW Strategic Income Fund
TSI
$235M
| $181K | 0.05% |
37,147
-1,510
|
|
||
156
Zimmer Biomet
ZBH
$17.5B
| – | – |
-1,865
|
|
||
157
UnitedHealth
UNH
$294B
| – | – |
-7,132
|
|
||
158
Akamai
AKAM
$12B
| – | – |
-2,505
|
|