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
$152M
AUM Growth
-$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.1M
3
+$806K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$786K
5
SMCI icon
Super Micro Computer
SMCI
+$527K

Top Sells

1
+$1.48M
2
+$1.15M
3
+$1.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$665K
5
CB icon
Chubb
CB
+$583K

Sector Composition

1 Technology 9.57%
2 Financials 4.34%
3 Consumer Discretionary 3.3%
4 Industrials 3.03%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.13%
+646
52
– –
-4,490
53
– –
-14,925
54
– –
-1,860
55
– –
-2,110
56
– –
-2,700
57
– –
-1,835
58
– –
-1,135
59
– –
-1,813
60
– –
-26,764
1 2
3