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
$182M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$433K
2
+$382K
3
+$343K
4
RTX icon
RTX Corp
RTX
+$281K
5
MSFT icon
Microsoft
MSFT
+$273K

Top Sells

1
+$955K
2
+$511K
3
+$192K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$138K
5
D icon
Dominion Energy
D
+$125K

Sector Composition

1 Financials 17.8%
2 Technology 13.03%
3 Consumer Staples 11.74%
4 Healthcare 11.18%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$92K 0.05%
1,990
-10
177
$92K 0.05%
3,320
178
$91K 0.05%
2,172
+289
179
$90K 0.05%
408
180
$90K 0.05%
555
181
$90K 0.05%
1,200
182
$87K 0.05%
5,505
-180
183
$86K 0.05%
209
184
$84K 0.05%
4,109
+1,172
185
$82K 0.05%
1,424
-384
186
$79K 0.04%
1,300
187
$77K 0.04%
1,270
188
$77K 0.04%
1,321
+471
189
$76K 0.04%
479
190
$75K 0.04%
810
191
$75K 0.04%
3,050
+100
192
$72K 0.04%
641
193
$71K 0.04%
4,222
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194
$70K 0.04%
1,859
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195
$70K 0.04%
+2,505
196
$70K 0.04%
875
197
$67K 0.04%
1,962
-48
198
$65K 0.04%
545
+71
199
$65K 0.04%
3,837
200
$64K 0.04%
1,657
6 7
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