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
$140M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$756K
3
+$539K
4
PANW icon
Palo Alto Networks
PANW
+$323K
5
FCX icon
Freeport-McMoran
FCX
+$278K

Top Sells

1
+$1.15M
2
+$727K
3
+$653K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$604K
5
IYT icon
iShares US Transportation ETF
IYT
+$588K

Sector Composition

1 Technology 11.61%
2 Financials 3.31%
3 Healthcare 2.83%
4 Consumer Discretionary 2.72%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.9M 24.2%
62,322
+141
2
$25.1M 17.94%
93,979
+2,016
3
$20.9M 14.89%
43,540
-49
4
$12.6M 8.98%
32,189
-1,545
5
$5.87M 4.19%
47,524
-5,286
6
$3.91M 2.79%
18,558
-503
7
$3.54M 2.53%
7,929
-146
8
$3.03M 2.16%
51,740
-300
9
$2.68M 1.91%
10,203
-88
10
$2.65M 1.89%
5,263
-100
11
$2.55M 1.82%
3,000
+100
12
$2.53M 1.8%
2,789
-31
13
$2.43M 1.73%
12,574
+250
14
$1.9M 1.36%
11,228
+1,906
15
$1.57M 1.12%
3,147
+1,511
16
$1.47M 1.05%
16,073
+2,712
17
$1.46M 1.04%
5,905
+40
18
$1.38M 0.98%
3,999
-60
19
$1.01M 0.72%
3,032
-105
20
$1,000K 0.71%
2,458
+160
21
$909K 0.65%
+22,843
22
$897K 0.64%
5,232
-148
23
$791K 0.56%
4,877
+274
24
$685K 0.49%
5,174
-527
25
$639K 0.46%
6,576
-865
1
2