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
$150M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.64M
3
+$1.06M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$690K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$627K

Top Sells

1
+$3.38M
2
+$3.29M
3
+$3.24M
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$2.71M
5
DOCU icon
DocuSign
DOCU
+$1.16M

Sector Composition

1 Technology 11.77%
2 Consumer Discretionary 6.43%
3 Financials 3.83%
4 Healthcare 3.74%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$958K 0.64%
1,517
27
$931K 0.62%
3,194
-175
28
$862K 0.58%
2,190
+37
29
$853K 0.57%
3,720
+1,007
30
$853K 0.57%
7,605
-571
31
$766K 0.51%
2,740
-4,158
32
$734K 0.49%
9,595
+190
33
$708K 0.47%
7,720
+660
34
$679K 0.45%
2,835
-380
35
$671K 0.45%
1,330
-10
36
$666K 0.45%
8,355
-85
37
$662K 0.44%
38,112
-2,232
38
$646K 0.43%
3,140
-1,170
39
$625K 0.42%
4,020
+1,102
40
$551K 0.37%
940
-130
41
$519K 0.35%
3,805
42
$517K 0.35%
2,113
-130
43
$504K 0.34%
+7,478
44
$401K 0.27%
1,770
-585
45
$382K 0.26%
1,955
-400
46
$379K 0.25%
1,977
-703
47
$327K 0.22%
5,610
-2,680
48
$296K 0.2%
2,551
-175
49
$286K 0.19%
1,629
-75
50
$93K 0.06%
+967
1
2
3