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
$140M
AUM Growth
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$252K
3
+$212K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$114K
5
RITM icon
Rithm Capital
RITM
+$114K

Top Sells

1
+$1.32M
2
+$1.2M
3
+$1.07M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.06M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$905K

Sector Composition

1 Technology 10.77%
2 Financials 3.45%
3 Consumer Discretionary 2.98%
4 Healthcare 2.8%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$542K 0.39%
24,459
-2,328
27
$534K 0.38%
3,825
-1,349
28
$529K 0.38%
3,165
-280
29
$469K 0.34%
1,979
-111
30
$458K 0.33%
9,170
-1,995
31
$383K 0.27%
2,600
-105
32
$368K 0.26%
+2,135
33
$352K 0.25%
1,670
+50
34
$327K 0.23%
2,425
-60
35
$293K 0.21%
4,175
36
$252K 0.18%
+965
37
$227K 0.16%
1,813
-776
38
$212K 0.15%
+1,124
39
$207K 0.15%
2,585
-1,260
40
$114K 0.08%
+10,000
1
2