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
$116M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$973K
3
+$822K
4
TSLA icon
Tesla
TSLA
+$732K
5
VB icon
Vanguard Small-Cap ETF
VB
+$500K

Top Sells

1
+$1.44M
2
+$888K
3
+$644K
4
ABBV icon
AbbVie
ABBV
+$417K
5
UNH icon
UnitedHealth
UNH
+$260K

Sector Composition

1 Technology 7.06%
2 Healthcare 5.15%
3 Financials 4.24%
4 Consumer Discretionary 2.82%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$732K 0.63%
+3,530
27
$704K 0.61%
13,920
-745
28
$669K 0.58%
6,685
-660
29
$664K 0.57%
1,933
-415
30
$646K 0.56%
1,292
-145
31
$619K 0.53%
1,646
-59
32
$618K 0.53%
19,532
-3,349
33
$561K 0.48%
11,705
+1,505
34
$548K 0.47%
950
+6
35
$544K 0.47%
1,763
-190
36
$537K 0.46%
3,012
+795
37
$531K 0.46%
9,995
+2,905
38
$527K 0.45%
3,775
-1,000
39
$451K 0.39%
4,482
40
$446K 0.38%
27,987
+1,134
41
$445K 0.38%
+1,945
42
$368K 0.32%
5,280
+80
43
$326K 0.28%
2,498
-500
44
$324K 0.28%
2,505
-200
45
$309K 0.27%
7,035
-1,170
46
$305K 0.26%
645
-439
47
$298K 0.26%
1,557
-154
48
$3.73K ﹤0.01%
667
49
– –
-1,858
50
– –
-21,940
1
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