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
$161M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.82M
3
+$2.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.05M

Top Sells

1
+$3.2M
2
+$546K
3
+$458K
4
SHOP icon
Shopify
SHOP
+$207K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$155K

Sector Composition

1 Technology 11.4%
2 Financials 4.1%
3 Consumer Discretionary 3.62%
4 Communication Services 2.75%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$221K 0.14%
+5,200
52
$211K 0.13%
+1,835
53
$209K 0.13%
+630
54
$207K 0.13%
+2,700
55
$206K 0.13%
+2,300
56
– –
-3,325
57
– –
-9,170
58
– –
-51,325
59
– –
-10,000
60
– –
-2,585
1 2
3