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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$661K
3
+$539K
4
NFLX icon
Netflix
NFLX
+$475K
5
VZ icon
Verizon
VZ
+$453K

Top Sells

1
+$1.39M
2
+$918K
3
+$906K
4
KHC icon
Kraft Heinz
KHC
+$778K
5
AMGN icon
Amgen
AMGN
+$350K

Sector Composition

1 Financials 17.63%
2 Healthcare 11.75%
3 Technology 11.25%
4 Consumer Staples 10.56%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.67M 5.67%
97,380
-1,480
2
$7.99M 5.23%
168,280
-6,776
3
$6.13M 4.01%
60,544
+2,581
4
$5.64M 3.69%
95,940
+440
5
$5.18M 3.39%
159,264
+16,575
6
$4.89M 3.2%
31,345
-760
7
$4.5M 2.94%
396,594
+15,864
8
$3.48M 2.28%
29,497
-11,793
9
$3.31M 2.16%
40,935
+319
10
$3.06M 2%
19,274
+251
11
$2.69M 1.76%
25,835
-90
12
$2.66M 1.74%
31,636
+1,100
13
$2.65M 1.74%
21,664
+2,350
14
$2.57M 1.68%
31,729
+3,337
15
$2.52M 1.65%
7,065
+1,331
16
$2.51M 1.64%
13,069
+5,045
17
$2.08M 1.36%
27,513
-335
18
$1.94M 1.27%
13,895
+1,123
19
$1.74M 1.14%
19,357
-252
20
$1.59M 1.04%
26,891
+7,656
21
$1.49M 0.97%
18,430
+1,833
22
$1.48M 0.97%
31,760
-5,639
23
$1.47M 0.96%
18,533
-209
24
$1.46M 0.96%
8,340
+300
25
$1.44M 0.94%
22,111
+1,575
1
2 3 4 5