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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.81M
3
+$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.85M 5.03%
+100,080
2
$5.81M 4.99%
+54,302
3
$5.42M 4.67%
+128,236
4
$4.4M 3.78%
+83,520
5
$3.6M 3.1%
+31,615
6
$3.44M 2.96%
+320,436
7
$2.91M 2.5%
+88,410
8
$2.75M 2.36%
+15,578
9
$2.63M 2.26%
+31,402
10
$2.24M 1.92%
+15,231
11
$2.11M 1.82%
+25,896
12
$1.85M 1.59%
+20,120
13
$1.81M 1.56%
+15,090
14
$1.78M 1.53%
+28,425
15
$1.66M 1.42%
+19,349
16
$1.51M 1.3%
+10,813
17
$1.43M 1.23%
+17,821
18
$1.3M 1.12%
+15,421
19
$1.27M 1.09%
+43,169
20
$1.21M 1.04%
+16,955
21
$1.21M 1.04%
+11,411
22
$1.2M 1.03%
+24,169
23
$1.18M 1.01%
+6,000
24
$1.09M 0.94%
+5,492
25
$1.08M 0.93%
+4,240
1
2 3 4 5