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
$127M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.51M
3
+$846K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$751K
5
ITB icon
iShares US Home Construction ETF
ITB
+$693K

Top Sells

1
+$787K
2
+$760K
3
+$653K
4
TPL icon
Texas Pacific Land
TPL
+$557K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$528K

Sector Composition

1 Technology 12.41%
2 Consumer Discretionary 5.9%
3 Healthcare 3.81%
4 Financials 3.01%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22K 0.02%
833
52
– –
-3,605
53
– –
-1,201
54
– –
-2,811
55
– –
-3,500
1 2
3