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
$144M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$765K
3 +$717K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$705K
5
ETSY icon
Etsy
ETSY
+$611K

Top Sells

1 +$1.73M
2 +$1.33M
3 +$274K
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$142K
5
ABBV icon
AbbVie
ABBV
+$95.4K

Sector Composition

1 Technology 12.38%
2 Consumer Discretionary 6.43%
3 Healthcare 3.91%
4 Financials 3.15%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$315K 0.22%
2,876
+201
52
$285K 0.2%
+1,574
53
$268K 0.19%
3,440
+264
54
$256K 0.18%
+3,730
55
-833