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
$116M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$973K
3 +$822K
4
TSLA icon
Tesla
TSLA
+$732K
5
VB icon
Vanguard Small-Cap ETF
VB
+$500K

Top Sells

1 +$1.44M
2 +$888K
3 +$644K
4
ABBV icon
AbbVie
ABBV
+$417K
5
UNH icon
UnitedHealth
UNH
+$260K

Sector Composition

1 Technology 7.06%
2 Healthcare 5.15%
3 Financials 4.24%
4 Consumer Discretionary 2.82%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-750