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WCM

Washburn Capital Management Portfolio holdings

AUM $172M
1-Year Est. Return 25.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$966K
3
+$727K
4
STRL icon
Sterling Infrastructure
STRL
+$682K
5
GS icon
Goldman Sachs
GS
+$244K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$975K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$852K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$840K

Sector Composition

1 Technology 11.81%
2 Industrials 4.44%
3 Financials 4.04%
4 Consumer Discretionary 3.21%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.63%
3,303
+2,403
27
$1.09M 0.61%
3,313
+138
28
$1.07M 0.6%
12,860
-205
29
$1.03M 0.58%
1,350
-1,057
30
$1.02M 0.57%
3,246
+151
31
$911K 0.51%
3,740
-465
32
$885K 0.49%
3,592
+712
33
$738K 0.41%
4,642
-854
34
$696K 0.39%
+3,225
35
$692K 0.39%
12,840
-1,135
36
$568K 0.32%
1,277
-133
37
$425K 0.24%
2,820
38
$379K 0.21%
2,250
39
$361K 0.2%
14,040
-10,378
40
$347K 0.19%
1,364
-365
41
$337K 0.19%
4,175
42
$315K 0.18%
5,780
-145
43
$314K 0.18%
2,346
-74
44
$298K 0.17%
6,525
45
$289K 0.16%
2,802
-39
46
$285K 0.16%
2,375
-375
47
$284K 0.16%
1,745
-495
48
$275K 0.15%
2,435
-50
49
$262K 0.15%
+329
50
$255K 0.14%
2,400
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