WCM

Washburn Capital Management Portfolio holdings

AUM $179M
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.01M
3
+$801K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$744K
5
SMCI icon
Super Micro Computer
SMCI
+$476K

Top Sells

1
+$1.26M
2
+$1.15M
3
+$614K
4
CB icon
Chubb
CB
+$583K
5
AA icon
Alcoa
AA
+$564K

Sector Composition

1 Technology 9.57%
2 Financials 4.34%
3 Consumer Discretionary 3.3%
4 Industrials 3.03%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$850K 0.56%
5,439
27
$847K 0.56%
4,234
+1,440
28
$641K 0.42%
5,490
-196
29
$626K 0.41%
2,550
+395
30
$561K 0.37%
26,037
31
$500K 0.33%
955
-25
32
$476K 0.31%
+13,893
33
$456K 0.3%
2,726
-172
34
$427K 0.28%
1,570
+940
35
$423K 0.28%
3,110
-710
36
$356K 0.23%
3,650
+1,350
37
$349K 0.23%
4,130
-275
38
$321K 0.21%
2,420
-49
39
$317K 0.21%
5,925
40
$284K 0.19%
4,175
41
$267K 0.18%
2,400
-400
42
$263K 0.17%
1,015
+45
43
$249K 0.16%
2,837
+1
44
$244K 0.16%
+2,250
45
$242K 0.16%
2,750
46
$239K 0.16%
1,810
-40
47
$230K 0.15%
5,200
48
$228K 0.15%
6,525
-1,163
49
$219K 0.14%
6,475
50
$204K 0.13%
2,820
1
2
3