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
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1M
3
+$811K
4
META icon
Meta Platforms (Facebook)
META
+$777K
5
CVX icon
Chevron
CVX
+$730K

Top Sells

1
+$2.7M
2
+$1.67M
3
+$1.66M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.06M

Sector Composition

1 Technology 8.41%
2 Consumer Discretionary 4.31%
3 Healthcare 4.06%
4 Financials 3.75%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$313K 0.21%
+1,767
52
$304K 0.2%
2,567
+165
53
$300K 0.2%
+7,930
54
$281K 0.18%
2,046
+195
55
$280K 0.18%
1,220
+280
56
$271K 0.18%
+1,393
57
$260K 0.17%
1,995
-4
58
$247K 0.16%
4,078
-2,395
59
$235K 0.15%
+713
60
– –
-840
61
– –
-1,530
62
– –
-3,040
63
– –
-32,558
64
– –
-1,338
65
– –
-17,000
66
– –
-1,326
67
– –
-1,555
68
– –
-1,637
69
– –
-4,558
1 2
3