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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.81M
3
+$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58K 0.05%
+408
177
$56K 0.05%
+3,400
178
$55K 0.05%
+1,000
179
$54K 0.05%
+782
180
$54K 0.05%
+1,012
181
$54K 0.05%
+1,415
182
$53K 0.05%
+4,270
183
$52K 0.04%
+719
184
$52K 0.04%
+390
185
$49K 0.04%
+724
186
$49K 0.04%
+1,557
187
$48K 0.04%
+2,329
188
$47K 0.04%
+502
189
$47K 0.04%
+400
190
$47K 0.04%
+1,680
191
$46K 0.04%
+375
192
$46K 0.04%
+550
193
$45K 0.04%
+312
194
$45K 0.04%
+185
195
$45K 0.04%
+536
196
$45K 0.04%
+9,509
197
$44K 0.04%
+865
198
$44K 0.04%
+2,878
199
$44K 0.04%
+608
200
$44K 0.04%
+750
6 7
8
9 10