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
$94.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.57M
3
+$865K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$637K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$518K

Top Sells

1
+$2.19M
2
+$1.43M
3
+$539K
4
FICO icon
Fair Isaac
FICO
+$418K
5
SNV icon
Synovus
SNV
+$398K

Sector Composition

1 Financials 23.86%
2 Industrials 14.34%
3 Healthcare 12.14%
4 Communication Services 8%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.49%
10,495
+6,495
27
$1.04M 1.11%
24,515
+2,300
28
$999K 1.06%
18,720
29
$866K 0.92%
15,700
30
$845K 0.9%
9,300
31
$707K 0.75%
8,000
32
$679K 0.72%
12,000
+6,000
33
$667K 0.71%
1,494
34
$637K 0.68%
+2,845
35
$614K 0.65%
29,008
36
$599K 0.64%
13,291
37
$598K 0.64%
3,500
38
$593K 0.63%
15,100
39
$571K 0.61%
5,800
40
$496K 0.53%
13,450
41
$486K 0.52%
6,422
42
$485K 0.52%
7,300
43
$474K 0.5%
14,100
44
$473K 0.5%
6,600
+2,400
45
$463K 0.49%
18,800
+2,000
46
$463K 0.49%
7,204
-89
47
$463K 0.49%
25,000
-10,000
48
$462K 0.49%
6,000
-1,000
49
$462K 0.49%
11,100
+1,500
50
$460K 0.49%
4,600
1
2
3 4 5