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
$109M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$1.81M
3 +$1.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.38M

Top Sells

1 +$951K
2 +$341K
3 +$273K
4
ZM icon
Zoom
ZM
+$270K
5
SHOP icon
Shopify
SHOP
+$77.8K

Sector Composition

1 Technology 11.61%
2 Consumer Discretionary 5.44%
3 Healthcare 3.68%
4 Financials 3.28%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,755
52
-2,831
53
-1,850
54
0