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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
1
$42.1M 23.54%
63,249
-1,617
2
$32.8M 18.34%
100,046
-2,698
3
$24.1M 13.46%
40,131
-1,228
4
$12.4M 6.94%
26,798
-1,863
5
$5.27M 2.95%
28,269
-5,595
6
$4.51M 2.52%
8,705
-388
7
$3.97M 2.22%
5,409
-131
8
$3.46M 1.93%
13,600
-1,339
9
$3.28M 1.83%
9,609
-550
10
$3.11M 1.74%
14,159
-975
11
$2.9M 1.62%
4,719
+109
12
$2.81M 1.57%
3,039
-126
13
$2.52M 1.41%
+38,690
14
$2.46M 1.37%
9,575
+3,945
15
$2.27M 1.27%
3,714
-560
16
$2.1M 1.17%
6,366
+692
17
$1.89M 1.05%
9,261
-649
18
$1.63M 0.91%
3,235
-490
19
$1.61M 0.9%
3,980
-204
20
$1.59M 0.89%
5,279
-125
21
$1.54M 0.86%
5,690
22
$1.42M 0.79%
29,642
-1,300
23
$1.21M 0.68%
5,223
-212
24
$1.21M 0.67%
2,531
-161
25
$1.18M 0.66%
6,448
+793
1
2 3