WCM

Washburn Capital Management Portfolio holdings

AUM $182M
1-Year Est. Return 23.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$784K
3
+$630K
4
CLS icon
Celestica
CLS
+$448K
5
AVGO icon
Broadcom
AVGO
+$426K

Top Sells

1
+$1.42M
2
+$1.07M
3
+$806K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$552K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$413K

Sector Composition

1 Technology 11.15%
2 Industrials 4.67%
3 Financials 4.47%
4 Consumer Discretionary 3.06%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$338B
$1.23M 0.68%
3,580
-400
ABBV icon
27
AbbVie
ABBV
$388B
$1.18M 0.65%
5,169
-54
GOOG icon
28
Alphabet (Google) Class C
GOOG
$3.65T
$1.17M 0.64%
3,730
-10
JPM icon
29
JPMorgan Chase
JPM
$764B
$1.06M 0.59%
3,300
+54
MS icon
30
Morgan Stanley
MS
$246B
$821K 0.45%
4,624
-18
VICR icon
31
Vicor
VICR
$7.83B
$812K 0.45%
+7,405
BA icon
32
Boeing
BA
$165B
$642K 0.35%
2,959
-266
TSLA icon
33
Tesla
TSLA
$1.47T
$620K 0.34%
1,379
+102
XLF icon
34
State Street Financial Select Sector SPDR ETF
XLF
$46.7B
$552K 0.3%
10,075
-2,765
CLSK icon
35
CleanSpark
CLSK
$2.5B
$529K 0.29%
+52,305
VRT icon
36
Vertiv
VRT
$99B
$405K 0.22%
2,500
-320
AEM icon
37
Agnico Eagle Mines
AEM
$104B
$381K 0.21%
2,250
VB icon
38
Vanguard Small-Cap ETF
VB
$69.9B
$370K 0.2%
1,434
+70
PLTR icon
39
Palantir
PLTR
$361B
$355K 0.2%
1,995
-4,453
SCHB icon
40
Schwab US Broad Market ETF
SCHB
$37.3B
$351K 0.19%
13,396
-644
SPTM icon
41
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$344K 0.19%
4,175
DBRG icon
42
DigitalBridge
DBRG
$2.81B
$319K 0.18%
+20,815
WMT icon
43
Walmart Inc
WMT
$1.01T
$312K 0.17%
2,802
GS icon
44
Goldman Sachs
GS
$232B
$302K 0.17%
344
+15
BN icon
45
Brookfield
BN
$86.1B
$299K 0.16%
6,525
CRH icon
46
CRH
CRH
$66.8B
$296K 0.16%
2,375
XOM icon
47
Exxon Mobil
XOM
$651B
$294K 0.16%
2,444
+9
ABT icon
48
Abbott
ABT
$188B
$288K 0.16%
2,296
-50
EQT icon
49
EQT Corp
EQT
$40.2B
$268K 0.15%
5,000
-780
GIL icon
50
Gildan
GIL
$10.9B
$266K 0.15%
4,257
+157
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