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WCM

Washburn Capital Management Portfolio holdings

AUM $172M
1-Year Est. Return 25.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$966K
3
+$727K
4
STRL icon
Sterling Infrastructure
STRL
+$682K
5
GS icon
Goldman Sachs
GS
+$244K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$975K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$852K
5
DIA icon
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
$237K 0.13%
4,100
52
$225K 0.13%
4,460
-740
53
$217K 0.12%
+1,460
54
$212K 0.12%
+975
55
$203K 0.11%
2,250
56
$203K 0.11%
+825
57
– –
-51,690
58
– –
-1,775
1 2
3