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
$168M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.09M
3
+$1.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$829K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$471K

Top Sells

1
+$686K
2
+$460K
3
+$400K
4
BA icon
Boeing
BA
+$380K
5
PYPL icon
PayPal
PYPL
+$338K

Sector Composition

1 Technology 11.63%
2 Consumer Discretionary 5.23%
3 Healthcare 3.74%
4 Financials 3.42%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$243K 0.14%
1,555
-400
52
$233K 0.14%
1,530
-1,010
53
$205K 0.12%
+4,140
54
$25K 0.01%
17,000
+2,500
55
– –
-1,730
56
– –
-3,280
57
– –
-1,100
58
– –
-9,470
1 2
3