WCM
Whitener Capital Management Portfolio holdings
AUM
$418M
1-Year Est. Return
23.31%
1 Year Est. Return
+23.31%
AUM
$378M
AUM Growth
+$24.2M
(+6.8%)
Holding
158
Top Buys
| 1 | +$447K | |
| 2 | +$388K | |
| 3 | +$305K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$248K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$241K |
Top Sells
| 1 | +$3.74M | |
| 2 | +$646K | |
| 3 | +$616K | |
| 4 |
Microsoft
MSFT
|
+$455K |
| 5 |
JPMorgan Chase
JPM
|
+$337K |
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Financials | 18.95% |
| 3 | Consumer Staples | 11.46% |
| 4 | Industrials | 10.36% |
| 5 | Consumer Discretionary | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
JPMorgan Chase
JPM
$855B
| $22.7M | 6.02% |
78,335
-1,161
|
|
||
2
Apple
AAPL
$3.97T
| $20.9M | 5.54% |
101,951
-3,151
|
|
||
|
3
Microsoft
MSFT
$3.69T
| $20.5M | 5.43% |
41,235
-915
|
|
||
4
NVIDIA
NVDA
$4.58T
| $19.4M | 5.13% |
122,678
-699
|
|
||
5
Walmart
WMT
$818B
| $18.5M | 4.91% |
189,605
-2,569
|
|
||
6
Amazon
AMZN
$2.61T
| $17M | 4.51% |
77,679
-928
|
|
||
7
Alphabet (Google) Class A
GOOGL
$3.36T
| $16.8M | 4.44% |
95,176
-1,679
|
|
||
8
Visa
V
$650B
| $11.6M | 3.06% |
32,574
-173
|
|
||
9
Honeywell
HON
$123B
| $10.1M | 2.67% |
43,359
-562
|
|
||
10
McDonald's
MCD
$213B
| $8.96M | 2.37% |
30,683
+308
|
|
||
11
Goldman Sachs
GS
$236B
| $8.62M | 2.28% |
12,174
-275
|
|
||
12
AbbVie
ABBV
$387B
| $7.22M | 1.91% |
38,871
+495
|
|
||
13
PepsiCo
PEP
$195B
| $6.02M | 1.59% |
45,572
-949
|
|
||
14
Berkshire Hathaway Class B
BRK.B
$1.08T
| $5.73M | 1.52% |
11,796
+11
|
|
||
15
Procter & Gamble
PG
$343B
| $5.7M | 1.51% |
35,770
+543
|
|
||
16
Duke Energy
DUK
$96.2B
| $5.55M | 1.47% |
47,015
+1,237
|
|
||
17
Truist Financial
TFC
$57.2B
| $5.2M | 1.38% |
120,934
+226
|
|
||
18
Rockwell Automation
ROK
$42B
| $4.95M | 1.31% |
14,895
-60
|
|
||
19
Exxon Mobil
XOM
$494B
| $4.82M | 1.28% |
44,727
+2,827
|
|
||
20
Schwab US Broad Market ETF
SCHB
$37.5B
| $4.75M | 1.26% |
199,316
-10,843
|
|
||
21
Home Depot
HD
$369B
| $4.38M | 1.16% |
11,936
+413
|
|
||
22
Caterpillar
CAT
$264B
| $4.37M | 1.16% |
11,260
+157
|
|
||
23
Lowe's Companies
LOW
$131B
| $3.93M | 1.04% |
17,714
+2,013
|
|
||
|
24
Meta Platforms (Facebook)
META
$1.57T
| $3.73M | 0.99% |
5,047
+336
|
|
||
25
Deere & Co
DE
$126B
| $3.69M | 0.98% |
7,263
-19
|
|