WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.7M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$424K
3
+$423K
4
APTV icon
Aptiv
APTV
+$414K
5
BWA icon
BorgWarner
BWA
+$412K

Top Sells

1
+$490K
2
+$416K
3
+$388K
4
TXRH icon
Texas Roadhouse
TXRH
+$388K
5
AMSG
Amsurg Corp
AMSG
+$380K

Sector Composition

1 Financials 23.34%
2 Industrials 14.69%
3 Healthcare 10.7%
4 Communication Services 9.21%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$576K 0.79%
336,000
-48,000
27
$557K 0.77%
13,851
28
$551K 0.76%
10,500
29
$545K 0.75%
11,380
-1,010
30
$538K 0.74%
1,494
-232
31
$523K 0.72%
19,800
32
$513K 0.71%
3,753
33
$509K 0.7%
2,878
34
$496K 0.68%
6,103
35
$489K 0.67%
66,180
36
$487K 0.67%
10,600
37
$480K 0.66%
6,200
38
$479K 0.66%
2,800
39
$471K 0.65%
29,008
40
$466K 0.64%
16,780
41
$466K 0.64%
7,293
42
$465K 0.64%
13,100
43
$465K 0.64%
10,500
44
$463K 0.64%
14,800
45
$463K 0.64%
7,800
46
$460K 0.63%
4,620
47
$458K 0.63%
5,246
48
$453K 0.62%
4,100
49
$451K 0.62%
1,896
50
$449K 0.62%
3,600
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