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WCM
Washburn Capital Management Portfolio holdings
AUM
$172M
1-Year Est. Return
25.41%
This Fund
S&P 500
1 Year Est. Return
+25.41%
AUM
$172M
AUM Growth
-$9.51M
(-5.2%)
Holding
60
Top Buys
| 1 | +$825K | |
| 2 | +$754K | |
| 3 | +$669K | |
| 4 |
Corning
GLW
|
+$538K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$381K |
Top Sells
| 1 | +$851K | |
| 2 | +$808K | |
| 3 | +$595K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$541K |
| 5 |
CleanSpark
CLSK
|
+$529K |
Sector Composition
| 1 | Technology | 9.89% |
| 2 | Industrials | 6.68% |
| 3 | Financials | 3.83% |
| 4 | Consumer Discretionary | 2.71% |
| 5 | Communication Services | 2.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
CRH
CRH
$71.1B
| $250K | 0.15% |
2,375
|
|
||
52
Abbott
ABT
$154B
| $235K | 0.14% |
2,291
-5
|
|
||
53
iShares Dow Jones US ETF
IYY
$2.95B
| $230K | 0.13% |
1,453
|
|
||
54
Gildan
GIL
$11.3B
| $215K | 0.12% |
3,855
-402
|
|
||
55
Packaging Corp of America
PKG
$20.3B
| $207K | 0.12% |
975
|
|
||
56
Coca-Cola Europacific Partners
CCEP
$44B
| $204K | 0.12% |
2,250
|
|
||
|
57
CleanSpark
CLSK
$4.23B
| – | – |
-52,305
|
|
||
58
DigitalBridge
DBRG
$2.9B
| – | – |
-20,815
|
|
||
59
Palantir
PLTR
$307B
| – | – |
-1,995
|
|
||
60
Shopify
SHOP
$140B
| – | – |
-1,320
|
|