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WCM

Washburn Capital Management Portfolio holdings

AUM $172M
1-Year Est. Return 25.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$754K
3
+$669K
4
GLW icon
Corning
GLW
+$538K
5
VB icon
Vanguard Small-Cap ETF
VB
+$381K

Top Sells

1
+$851K
2
+$808K
3
+$595K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$541K
5
CLSK icon
CleanSpark
CLSK
+$529K

Sector Composition

1 Technology 9.89%
2 Industrials 6.68%
3 Financials 3.83%
4 Consumer Discretionary 2.71%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.23M 0.72%
2,576
-389
HD icon
27
Home Depot
HD
$327B
$1.18M 0.69%
3,602
+22
ABBV icon
28
AbbVie
ABBV
$402B
$1.07M 0.62%
4,942
-227
LLY icon
29
Eli Lilly
LLY
$1.01T
$945K 0.55%
1,026
-235
PANW icon
30
Palo Alto Networks
PANW
$228B
$917K 0.53%
5,717
-3,541
CEG icon
31
Constellation Energy
CEG
$90.6B
$818K 0.48%
2,931
-640
MS icon
32
Morgan Stanley
MS
$338B
$769K 0.45%
4,674
+50
VB icon
33
Vanguard Small-Cap ETF
VB
$79.5B
$744K 0.43%
2,841
+1,407
QXO
34
QXO Inc
QXO
$12.1B
$640K 0.37%
+32,945
GLW icon
35
Corning
GLW
$154B
$606K 0.35%
+4,460
SLV icon
36
iShares Silver Trust
SLV
$32.7B
$600K 0.35%
+8,808
VRT icon
37
Vertiv
VRT
$116B
$589K 0.34%
2,350
-150
TSLA icon
38
Tesla
TSLA
$1.53T
$540K 0.31%
1,453
+74
AEM icon
39
Agnico Eagle Mines
AEM
$81.3B
$441K 0.26%
2,175
-75
XOM icon
40
Exxon Mobil
XOM
$609B
$415K 0.24%
2,444
XLF icon
41
State Street Financial Select Sector SPDR ETF
XLF
$50B
$376K 0.22%
7,615
-2,460
SCHB icon
42
Schwab US Broad Market ETF
SCHB
$42.6B
$336K 0.2%
13,396
SPTM icon
43
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$330K 0.19%
4,175
WMT icon
44
Walmart Inc
WMT
$963B
$325K 0.19%
2,614
-188
EQT icon
45
EQT Corp
EQT
$32.5B
$318K 0.18%
5,000
GLD icon
46
SPDR Gold Trust
GLD
$139B
$275K 0.16%
640
+105
GS icon
47
Goldman Sachs
GS
$314B
$270K 0.16%
319
-25
BN icon
48
Brookfield
BN
$101B
$264K 0.15%
6,525
EXE
49
Expand Energy Corp
EXE
$21.2B
$263K 0.15%
2,400
ADI icon
50
Analog Devices
ADI
$204B
$262K 0.15%
825
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