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
$88.9M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$696K
3
+$588K
4
GE icon
GE Aerospace
GE
+$421K
5
OA
Orbital ATK, Inc.
OA
+$393K

Top Sells

1
+$1.02M
2
+$470K
3
+$432K
4
PWR icon
Quanta Services
PWR
+$371K
5
NVDA icon
NVIDIA
NVDA
+$327K

Sector Composition

1 Financials 24.29%
2 Industrials 14.47%
3 Healthcare 14.34%
4 Communication Services 8.41%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$910K 1.02%
18,720
+800
27
$870K 0.98%
15,700
28
$729K 0.82%
9,300
29
$652K 0.73%
8,000
30
$641K 0.72%
1,494
31
$632K 0.71%
16,029
32
$588K 0.66%
+6,422
33
$562K 0.63%
12,000
-3,013
34
$545K 0.61%
7,000
35
$540K 0.61%
14,684
-1
36
$539K 0.61%
6,200
37
$539K 0.61%
15,100
38
$535K 0.6%
29,008
39
$528K 0.59%
3,500
40
$523K 0.59%
7,293
41
$521K 0.59%
14,800
42
$519K 0.58%
14,900
43
$518K 0.58%
13,450
44
$508K 0.57%
5,800
45
$496K 0.56%
13,291
46
$495K 0.56%
35,000
-10,870
47
$475K 0.53%
4,600
48
$468K 0.53%
14,100
49
$462K 0.52%
3,492
50
$444K 0.5%
7,956
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2
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