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

Top Buys

1
+$1.79M
2
+$1.51M
3
+$847K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$733K
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$686K

Top Sells

1
+$772K
2
+$752K
3
+$645K
4
TPL icon
Texas Pacific Land
TPL
+$557K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$523K

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%
28
52
– –
-3,605
53
– –
-1,201
54
– –
-8,433
55
– –
-3,500
1 2
3