WCM

Whitener Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 25.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.19%
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
+$1.57M
2
+$1.3M
3
+$1.07M
4
PEP icon
PepsiCo
PEP
+$970K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$933K

Top Sells

1
+$132K
2
+$94.5K
3
+$92.2K
4
CSCO icon
Cisco
CSCO
+$61.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.5K

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
201
$64K 0.04%
474
202
$62K 0.04%
2,937
203
$62K 0.04%
2,550
204
$61K 0.03%
232
205
$61K 0.03%
485
206
$60K 0.03%
1,500
+200
207
$60K 0.03%
951
208
$59K 0.03%
1,000
209
$59K 0.03%
2,330
210
$59K 0.03%
2,300
+500
211
$57K 0.03%
2,525
212
$57K 0.03%
1,012
213
$56K 0.03%
3,400
214
$56K 0.03%
1,000
215
$55K 0.03%
900
216
$55K 0.03%
850
-50
217
$54K 0.03%
1,000
218
$53K 0.03%
310
219
$52K 0.03%
750
220
$52K 0.03%
1,000
221
$51K 0.03%
446
+1
222
$51K 0.03%
5,200
223
$51K 0.03%
782
224
$51K 0.03%
502
225
$50K 0.03%
540
7 8
9
10 11