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
$153M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.67M
3
+$1.65M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$999K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$401K

Top Sells

1
+$2.67M
2
+$2.37M
3
+$345K
4
BA icon
Boeing
BA
+$243K
5
VB icon
Vanguard Small-Cap ETF
VB
+$220K

Sector Composition

1 Technology 11.43%
2 Consumer Discretionary 5.8%
3 Financials 4.78%
4 Healthcare 3.59%
5 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$998K 0.65%
9,251
-210
27
$965K 0.63%
6,495
+150
28
$950K 0.62%
1,527
+10
29
$923K 0.6%
9,490
+1,770
30
$864K 0.57%
2,190
31
$813K 0.53%
3,717
-3
32
$812K 0.53%
3,119
-75
33
$701K 0.46%
6,300
-1,305
34
$696K 0.46%
40,182
+2,070
35
$686K 0.45%
9,470
-125
36
$677K 0.44%
1,185
-145
37
$654K 0.43%
2,540
-200
38
$632K 0.41%
3,040
-100
39
$610K 0.4%
3,725
-295
40
$563K 0.37%
3,805
41
$484K 0.32%
840
-100
42
$458K 0.3%
6,948
-530
43
$458K 0.3%
1,770
44
$380K 0.25%
1,730
-1,105
45
$338K 0.22%
5,610
46
$338K 0.22%
2,052
+75
47
$327K 0.21%
1,955
48
$313K 0.2%
1,318
-795
49
$284K 0.19%
2,402
-149
50
$272K 0.18%
+1,685
1
2
3