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
$152M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$441K
2
+$378K
3
+$352K
4
IONS icon
Ionis Pharmaceuticals
IONS
+$339K
5
WMT icon
Walmart
WMT
+$258K

Top Sells

1
+$230K
2
+$225K
3
+$136K
4
JPI
Nuveen Preferred Securities & Income Opportunities Fund
JPI
+$134K
5
DINO icon
HF Sinclair
DINO
+$103K

Sector Composition

1 Financials 17.55%
2 Healthcare 11.6%
3 Technology 11.03%
4 Consumer Discretionary 10.53%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$50K 0.03%
+750
202
$49K 0.03%
+502
203
$47K 0.03%
+650
204
$46K 0.03%
+1,680
205
$46K 0.03%
1,992
206
$46K 0.03%
+1,205
207
$45K 0.03%
+3,670
208
$45K 0.03%
+1,200
209
$45K 0.03%
+1,157
210
$45K 0.03%
+300
211
$45K 0.03%
+3,000
212
$45K 0.03%
+2,878
213
$44K 0.03%
+450
214
$44K 0.03%
+3,000
215
$44K 0.03%
+170
216
$44K 0.03%
+312
217
$44K 0.03%
+300
218
$43K 0.03%
+316
219
$42K 0.03%
+1,024
220
$41K 0.03%
+418
221
$40K 0.03%
+750
222
$40K 0.03%
+179
223
$39K 0.03%
+430
224
$39K 0.03%
+2,200
225
$39K 0.03%
+444
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