WCM

Washburn Capital Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$973K
3
+$822K
4
TSLA icon
Tesla
TSLA
+$732K
5
VB icon
Vanguard Small-Cap ETF
VB
+$500K

Top Sells

1
+$1.44M
2
+$888K
3
+$644K
4
ABBV icon
AbbVie
ABBV
+$417K
5
UNH icon
UnitedHealth
UNH
+$260K

Sector Composition

1 Technology 7.06%
2 Healthcare 5.15%
3 Financials 4.24%
4 Consumer Discretionary 2.82%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 19.49%
55,219
-2,169
2
$17.2M 14.8%
51,602
-4,336
3
$14.1M 12.18%
69,244
-3,155
4
$11.2M 9.63%
34,808
+6,413
5
$4.81M 4.15%
25,394
+2,636
6
$3.94M 3.39%
78,690
-4,775
7
$3.52M 3.04%
21,376
-1,110
8
$3.16M 2.73%
129,768
+8,505
9
$3.05M 2.63%
36,877
+1,135
10
$2.52M 2.17%
11,168
-951
11
$2.2M 1.89%
7,623
-362
12
$1.91M 1.65%
68,710
-1,440
13
$1.71M 1.48%
10,753
-2,617
14
$1.65M 1.42%
3,485
-550
15
$1.41M 1.22%
4,793
-68
16
$1.25M 1.08%
2,511
-120
17
$1.17M 1.01%
13,291
-1,810
18
$1.12M 0.97%
10,840
-2,010
19
$1.03M 0.89%
6,323
-75
20
$1M 0.86%
9,620
-1,140
21
$973K 0.84%
+4,590
22
$964K 0.83%
16,920
+3,520
23
$822K 0.71%
+20,820
24
$772K 0.67%
5,205
+75
25
$755K 0.65%
4,873
-1,004
1
2 3