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
$153M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.67M
3
+$1.65M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$999K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$401K

Top Sells

1
+$2.67M
2
+$2.37M
3
+$345K
4
BA icon
Boeing
BA
+$243K
5
VB icon
Vanguard Small-Cap ETF
VB
+$220K

Sector Composition

1 Technology 11.43%
2 Consumer Discretionary 5.8%
3 Financials 4.78%
4 Healthcare 3.59%
5 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$261K 0.17%
1,544
-85
52
$223K 0.15%
3,280
-5,075
53
$141K 0.09%
1,100
+133
54
$34K 0.02%
+14,500
1 2
3