WCM

Washburn Capital Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$18.4M
3
+$18.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.62%
2 Consumer Discretionary 4.43%
3 Financials 2.86%
4 Healthcare 2.56%
5 Energy 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$466K 0.42%
+10,495
27
$461K 0.42%
+78,400
28
$435K 0.39%
+1,665
29
$416K 0.38%
+2,878
30
$335K 0.3%
+1,580
31
$332K 0.3%
+8,800
32
$324K 0.29%
+4,355
33
$300K 0.27%
+3,585
34
$258K 0.23%
+4,200
35
$221K 0.2%
+1,650
1
2