WCM

Whitener Capital Management Portfolio holdings

AUM $438M
1-Year Est. Return 27.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$618K
3
+$583K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K
5
LOW icon
Lowe's Companies
LOW
+$455K

Top Sells

1
+$202K
2
+$159K
3
+$143K
4
NKE icon
Nike
NKE
+$138K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$135K

Sector Composition

1 Technology 20.51%
2 Financials 18.45%
3 Consumer Staples 10.75%
4 Industrials 9.93%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 6.29%
103,149
+1,198
2
$24.6M 5.89%
77,938
-397
3
$23.6M 5.64%
96,927
+1,751
4
$23.6M 5.64%
126,224
+3,546
5
$21.4M 5.12%
41,272
+37
6
$19.6M 4.7%
190,300
+695
7
$17.3M 4.14%
78,816
+1,137
8
$11.1M 2.66%
32,603
+29
9
$9.61M 2.3%
31,616
+933
10
$9.59M 2.29%
12,037
-137
11
$9.33M 2.23%
40,298
+1,427
12
$9.31M 2.23%
46,928
+924
13
$6.63M 1.59%
47,203
+1,631
14
$6.41M 1.54%
12,757
+961
15
$6M 1.44%
48,485
+1,470
16
$5.72M 1.37%
37,259
+1,489
17
$5.58M 1.34%
121,985
+1,051
18
$5.45M 1.3%
11,417
+157
19
$5.22M 1.25%
14,930
+35
20
$5.16M 1.23%
45,728
+1,001
21
$4.98M 1.19%
193,856
-5,460
22
$4.97M 1.19%
12,274
+338
23
$4.92M 1.18%
19,567
+1,853
24
$4.77M 1.14%
25,705
+3,401
25
$3.79M 0.91%
5,159
+112
1
2 3 4 5