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
$133M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.5M
3
+$2.26M
4
BA icon
Boeing
BA
+$606K
5
PANW icon
Palo Alto Networks
PANW
+$419K

Top Sells

1
+$4M
2
+$2.61M
3
+$715K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$457K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$378K

Sector Composition

1 Technology 9.55%
2 Financials 4.01%
3 Healthcare 3.76%
4 Consumer Discretionary 3.13%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$693K 0.52%
4,700
+2,840
27
$689K 0.52%
1,578
-63
28
$624K 0.47%
9,508
-10,892
29
$606K 0.46%
+2,325
30
$557K 0.42%
1,003
-584
31
$555K 0.42%
4,722
+33
32
$537K 0.4%
2,515
-18,747
33
$521K 0.39%
28,056
+420
34
$434K 0.33%
6,314
-4,800
35
$425K 0.32%
2,852
-1,015
36
$353K 0.27%
2,715
-100
37
$292K 0.22%
1,718
38
$285K 0.21%
11,235
-102,753
39
$273K 0.21%
5,215
+145
40
$262K 0.2%
4,375
-460
41
$244K 0.18%
+4,175
42
$231K 0.17%
+1,569
43
$104K 0.08%
+10,500
44
– –
-5,550
45
– –
-6,040
46
– –
-1,830
47
– –
-2,587
48
– –
-3,105
49
– –
-667
50
– –
-625
1
2
3