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
$168M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.09M
3
+$1.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$829K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$471K

Top Sells

1
+$686K
2
+$460K
3
+$400K
4
BA icon
Boeing
BA
+$380K
5
PYPL icon
PayPal
PYPL
+$338K

Sector Composition

1 Technology 11.63%
2 Consumer Discretionary 5.23%
3 Healthcare 3.74%
4 Financials 3.42%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.63%
12,300
-49
27
$1M 0.6%
1,522
-5
28
$949K 0.56%
2,173
-17
29
$813K 0.48%
3,655
-62
30
$777K 0.46%
1,165
-20
31
$757K 0.45%
40,182
32
$736K 0.44%
4,558
-482
33
$730K 0.43%
6,163
-137
34
$677K 0.4%
4,278
+553
35
$666K 0.4%
3,040
36
$650K 0.39%
1,845
+75
37
$629K 0.37%
3,805
38
$543K 0.32%
3,590
-1,610
39
$491K 0.29%
6,473
-475
40
$476K 0.28%
840
41
$456K 0.27%
5,210
-400
42
$338K 0.2%
2,402
43
$318K 0.19%
+940
44
$305K 0.18%
1,999
+314
45
$300K 0.18%
1,338
+20
46
$297K 0.18%
+1,735
47
$287K 0.17%
1,851
+307
48
$255K 0.15%
+2,175
49
$254K 0.15%
1,637
-415
50
$250K 0.15%
1,326
-1,793
1
2
3