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
$418M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$618K
3
+$583K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K
5
LOW icon
Lowe's Companies
LOW
+$455K

Top Sells

1
+$202K
2
+$159K
3
+$143K
4
NKE icon
Nike
NKE
+$138K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$135K

Sector Composition

1 Technology 20.51%
2 Financials 18.45%
3 Consumer Staples 10.75%
4 Industrials 9.93%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$245K 0.06%
1,457
152
$244K 0.06%
2,355
-580
153
$238K 0.06%
880
154
$228K 0.05%
+3,884
155
$227K 0.05%
+657
156
$227K 0.05%
4,535
+25
157
$227K 0.05%
1,005
+25
158
$226K 0.05%
5,570
159
$224K 0.05%
+5,144
160
$218K 0.05%
+187
161
$216K 0.05%
+12,782
162
$212K 0.05%
16,512
163
$204K 0.05%
+1,121
164
$203K 0.05%
+1,499
165
$170K 0.04%
34,537
-2,610
166
– –
-500
3 4 5 6
7