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
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1M
3
+$811K
4
META icon
Meta Platforms (Facebook)
META
+$777K
5
CVX icon
Chevron
CVX
+$730K

Top Sells

1
+$2.7M
2
+$1.67M
3
+$1.66M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.06M

Sector Composition

1 Technology 8.41%
2 Consumer Discretionary 4.31%
3 Healthcare 4.06%
4 Financials 3.75%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.66%
+13,145
27
$1M 0.66%
8,993
-216
28
$961K 0.63%
6,090
-540
29
$861K 0.56%
2,074
-99
30
$811K 0.53%
+10,945
31
$777K 0.51%
+3,495
32
$726K 0.48%
1,327
-195
33
$718K 0.47%
3,500
-155
34
$683K 0.45%
38,400
-1,782
35
$673K 0.44%
3,830
+25
36
$647K 0.42%
+1,833
37
$641K 0.42%
1,785
-60
38
$590K 0.39%
999
-166
39
$574K 0.38%
5,347
-816
40
$534K 0.35%
7,115
+2,975
41
$494K 0.32%
+29,240
42
$463K 0.3%
+7,825
43
$463K 0.3%
+7,550
44
$431K 0.28%
3,159
-1,119
45
$415K 0.27%
+2,715
46
$375K 0.25%
3,440
-150
47
$368K 0.24%
5,130
-80
48
$319K 0.21%
+5,716
49
$317K 0.21%
+1,730
50
$313K 0.21%
1,735
1
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