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
$171M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$971K
3
+$840K
4
SMCI icon
Super Micro Computer
SMCI
+$657K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$395K

Top Sells

1
+$4.98M
2
+$1.01M
3
+$620K
4
UNH icon
UnitedHealth
UNH
+$500K
5
VB icon
Vanguard Small-Cap ETF
VB
+$486K

Sector Composition

1 Technology 11.3%
2 Financials 4.31%
3 Consumer Discretionary 3.23%
4 Industrials 3.19%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$208K 0.12%
+900
52
$202K 0.12%
+4,100
53
– –
-2,726
54
– –
-1,570
55
– –
-3,650
56
– –
-646
57
– –
-6,475
58
– –
-955
59
– –
-9,220
1 2
3