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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
Newell Brands
NWL
+$44.6K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$93K 0.05%
814
-185
177
$92K 0.05%
1,808
178
$92K 0.05%
5,830
179
$91K 0.05%
1,000
180
$91K 0.05%
3,320
-175
181
$90K 0.05%
2,900
+900
182
$87K 0.05%
1,200
183
$86K 0.05%
2,000
+1,000
184
$83K 0.05%
408
185
$82K 0.05%
209
+30
186
$81K 0.05%
5,685
-800
187
$79K 0.04%
1,883
188
$79K 0.04%
2,010
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189
$75K 0.04%
479
190
$75K 0.04%
1,300
191
$72K 0.04%
2,950
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192
$71K 0.04%
810
193
$71K 0.04%
641
194
$70K 0.04%
1,270
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195
$69K 0.04%
1,812
-359
196
$68K 0.04%
875
197
$67K 0.04%
1,642
198
$67K 0.04%
3,837
199
$65K 0.04%
1,070
200
$65K 0.04%
1,657
6 7
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