WCM

Washburn Capital Management Portfolio holdings

AUM $182M
1-Year Est. Return 23.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$504K
3
+$374K
4
JNJ icon
Johnson & Johnson
JNJ
+$216K
5
ABT icon
Abbott
ABT
+$192K

Top Sells

1
+$883K
2
+$821K
3
+$573K
4
QCOM icon
Qualcomm
QCOM
+$469K
5
IYT icon
iShares US Transportation ETF
IYT
+$455K

Sector Composition

1 Healthcare 6.83%
2 Technology 5.66%
3 Financials 4.97%
4 Energy 3.24%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-825
52
– –
-3,725
1 2
3