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
$161M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.82M
3
+$2.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.05M

Top Sells

1
+$3.2M
2
+$546K
3
+$458K
4
SHOP icon
Shopify
SHOP
+$207K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$155K

Sector Composition

1 Technology 11.4%
2 Financials 4.1%
3 Consumer Discretionary 3.62%
4 Communication Services 2.75%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$591K 0.37%
26,037
+1,578
27
$583K 0.36%
+2,110
28
$564K 0.35%
14,925
-1,335
29
$547K 0.34%
3,820
-5
30
$517K 0.32%
2,155
+485
31
$496K 0.31%
980
-2
32
$466K 0.29%
2,794
+1,670
33
$420K 0.26%
2,898
+298
34
$392K 0.24%
970
+5
35
$335K 0.21%
+6,938
36
$333K 0.21%
+4,405
37
$320K 0.2%
+2,820
38
$298K 0.18%
4,175
39
$294K 0.18%
+5,125
40
$279K 0.17%
+2,469
41
$279K 0.17%
+2,800
42
$273K 0.17%
+5,925
43
$266K 0.16%
+1,860
44
$256K 0.16%
+2,836
45
$256K 0.16%
+1,135
46
$254K 0.16%
+2,750
47
$228K 0.14%
+4,490
48
$227K 0.14%
1,850
-575
49
$227K 0.14%
1,813
50
$221K 0.14%
+6,475
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