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
$133M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$2.5M
3 +$2.26M
4
BA icon
Boeing
BA
+$606K
5
PANW icon
Palo Alto Networks
PANW
+$419K

Top Sells

1 +$4M
2 +$2.61M
3 +$715K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$457K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$378K

Sector Composition

1 Technology 9.55%
2 Financials 4.01%
3 Healthcare 3.76%
4 Consumer Discretionary 3.13%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,875
52
-890