WCM

Washburn Capital Management Portfolio holdings

AUM $182M
1-Year Est. Return 23.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$727K
3
+$522K
4
FCX icon
Freeport-McMoran
FCX
+$288K
5
PANW icon
Palo Alto Networks
PANW
+$285K

Top Sells

1
+$1.11M
2
+$730K
3
+$600K
4
IYT icon
iShares US Transportation ETF
IYT
+$588K
5
NVDA icon
NVIDIA
NVDA
+$534K

Sector Composition

1 Technology 11.61%
2 Financials 3.31%
3 Healthcare 2.83%
4 Consumer Discretionary 2.72%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$632K 0.45%
3,445
-245
27
$561K 0.4%
26,787
-3,441
28
$547K 0.39%
1,074
-2,264
29
$543K 0.39%
11,165
+5,715
30
$456K 0.33%
2,090
-60
31
$423K 0.3%
2,705
-190
32
$390K 0.28%
2,485
-30
33
$328K 0.23%
1,620
+30
34
$319K 0.23%
2,589
-425
35
$277K 0.2%
4,175
36
$254K 0.18%
3,845
-11,000
37
– –
-828
38
– –
-8,348
39
– –
-4,055
1
2