WCM
Washburn Capital Management Portfolio holdings
AUM
$172M
1-Year Est. Return
25.41%
This Fund
S&P 500
1 Year Est. Return
+25.41%
AUM
$182M
AUM Growth
+$2.66M
(+1.5%)
Holding
60
Top Buys
| 1 | +$1.64M | |
| 2 | +$784K | |
| 3 | +$630K | |
| 4 |
Celestica
CLS
|
+$448K |
| 5 |
Broadcom
AVGO
|
+$426K |
Top Sells
| 1 | +$1.42M | |
| 2 | +$1.07M | |
| 3 | +$806K | |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$552K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$413K |
Sector Composition
| 1 | Technology | 11.15% |
| 2 | Industrials | 4.67% |
| 3 | Financials | 4.47% |
| 4 | Consumer Discretionary | 3.06% |
| 5 | Communication Services | 2.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
EXE
51
Expand Energy Corp
EXE
$23.2B
| $265K | 0.15% |
2,400
|
|
||
52
iShares Dow Jones US ETF
IYY
$2.91B
| $241K | 0.13% |
1,453
-292
|
|
||
53
Analog Devices
ADI
$199B
| $224K | 0.12% |
825
|
|
||
54
Shopify
SHOP
$145B
| $212K | 0.12% |
1,320
-140
|
|
||
55
SPDR Gold Trust
GLD
$156B
| $212K | 0.12% |
+535
|
|
||
56
Coca-Cola Europacific Partners
CCEP
$41.4B
| $204K | 0.11% |
2,250
|
|
||
57
Packaging Corp of America
PKG
$20.2B
| $201K | 0.11% |
975
|
|
||
58
Super Micro Computer
SMCI
$20.2B
| – | – |
-29,642
|
|
||
59
Enbridge
ENB
$118B
| – | – |
-4,460
|
|
||
60
Alexandria Real Estate Equities
ARE
$7.94B
| – | – |
-12,860
|
|