WCM
Washburn Capital Management Portfolio holdings
AUM
$182M
1-Year Est. Return
23.04%
This Fund
S&P 500
1 Year Est. Return
+23.04%
AUM
$179M
AUM Growth
+$8.41M
(+4.9%)
Holding
58
Top Buys
| 1 | +$2.49M | |
| 2 | +$966K | |
| 3 | +$727K | |
| 4 |
Sterling Infrastructure
STRL
|
+$682K |
| 5 |
Goldman Sachs
GS
|
+$244K |
Top Sells
| 1 | +$3.21M | |
| 2 | +$1.04M | |
| 3 | +$975K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$852K |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$840K |
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Industrials | 4.44% |
| 3 | Financials | 4.04% |
| 4 | Consumer Discretionary | 3.21% |
| 5 | Communication Services | 2.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Gildan
GIL
$10.9B
| $237K | 0.13% |
4,100
|
|
||
52
Enbridge
ENB
$118B
| $225K | 0.13% |
4,460
-740
|
|
||
53
Shopify
SHOP
$160B
| $217K | 0.12% |
+1,460
|
|
||
54
Packaging Corp of America
PKG
$19.1B
| $212K | 0.12% |
+975
|
|
||
55
Coca-Cola Europacific Partners
CCEP
$44.9B
| $203K | 0.11% |
2,250
|
|
||
56
Analog Devices
ADI
$149B
| $203K | 0.11% |
+825
|
|
||
57
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
| – | – |
-51,690
|
|
||
58
Valero Energy
VLO
$69B
| – | – |
-1,775
|
|