WCM
Whitener Capital Management Portfolio holdings
AUM
$438M
1-Year Est. Return
27.17%
This Fund
S&P 500
1 Year Est. Return
+27.17%
AUM
$438M
AUM Growth
-$1.04M
(-0.24%)
Holding
179
Top Buys
| 1 | +$1.13M | |
| 2 | +$643K | |
| 3 | +$606K | |
| 4 |
SOLS
Solstice Advanced Materials
SOLS
|
+$533K |
| 5 |
NVIDIA
NVDA
|
+$455K |
Top Sells
| 1 | +$2.52M | |
| 2 | +$369K | |
| 3 | +$272K | |
| 4 |
Automatic Data Processing
ADP
|
+$237K |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$222K |
Sector Composition
| 1 | Technology | 17.13% |
| 2 | Financials | 16.84% |
| 3 | Consumer Staples | 11.54% |
| 4 | Industrials | 11.03% |
| 5 | Consumer Discretionary | 8.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Advanced Micro Devices
AMD
$842B
| – | – |
-936
|
|
||
177
Blackrock
BLK
$163B
| – | – |
-187
|
|
||
178
Snowflake
SNOW
$88.6B
| – | – |
-950
|
|
||
|
179
State Street Communication Services Select Sector SPDR ETF
XLC
$25.1B
| – | – |
-1,889
|
|