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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$661K
3
+$539K
4
NFLX icon
Netflix
NFLX
+$475K
5
VZ icon
Verizon
VZ
+$453K

Top Sells

1
+$1.39M
2
+$918K
3
+$906K
4
KHC icon
Kraft Heinz
KHC
+$778K
5
AMGN icon
Amgen
AMGN
+$350K

Sector Composition

1 Financials 17.63%
2 Healthcare 11.75%
3 Technology 11.25%
4 Consumer Staples 10.56%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80K 0.05%
408
177
$78K 0.05%
+3,837
178
$78K 0.05%
+3,765
179
$73K 0.05%
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180
$72K 0.05%
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181
$72K 0.05%
1,300
182
$71K 0.05%
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183
$70K 0.05%
1,642
-24
184
$69K 0.05%
641
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185
$68K 0.04%
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186
$67K 0.04%
810
187
$66K 0.04%
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188
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2,000
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189
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190
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191
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192
$63K 0.04%
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193
$62K 0.04%
179
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194
$62K 0.04%
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195
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196
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+2,550
197
$61K 0.04%
474
198
$60K 0.04%
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199
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200
$59K 0.04%
485
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