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
$109M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.81M
3
+$1.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.38M

Top Sells

1
+$951K
2
+$341K
3
+$273K
4
ZM icon
Zoom
ZM
+$270K
5
SHOP icon
Shopify
SHOP
+$77.8K

Sector Composition

1 Technology 11.61%
2 Consumer Discretionary 5.44%
3 Healthcare 3.68%
4 Financials 3.28%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$980K 0.9%
11,314
+1,548
27
$979K 0.9%
3,318
+213
28
$881K 0.81%
8,400
+1,725
29
$747K 0.69%
8,982
+345
30
$623K 0.57%
14,100
+1,850
31
$575K 0.53%
1,896
+926
32
$572K 0.53%
+2,509
33
$557K 0.51%
2,811
-4,800
34
$537K 0.49%
1,625
+10
35
$475K 0.44%
3,320
+325
36
$458K 0.42%
5,070
+300
37
$397K 0.37%
+3,575
38
$394K 0.36%
905
+173
39
$343K 0.32%
+1,711
40
$333K 0.31%
3,880
-25
41
$294K 0.27%
+1,687
42
$292K 0.27%
+6,525
43
$276K 0.25%
3,500
-500
44
$259K 0.24%
3,515
-80
45
$234K 0.22%
+3,605
46
$232K 0.21%
4,200
-200
47
$225K 0.21%
+6,410
48
$217K 0.2%
+1,700
49
$204K 0.19%
1,201
-9
50
$26K 0.02%
833
+166
1
2
3