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
$97.3M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.02M
3
+$975K
4
LLL
L3 Technologies, Inc.
LLL
+$490K
5
AZO icon
AutoZone
AZO
+$436K

Top Sells

1
+$1.94M
2
+$1.44M
3
+$1.39M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.34M
5
UNM icon
Unum
UNM
+$1.15M

Sector Composition

1 Financials 19.63%
2 Healthcare 12.93%
3 Industrials 12.07%
4 Technology 10.71%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.24%
26,365
27
$1.14M 1.17%
18,720
28
$1.02M 1.05%
+23,260
29
$855K 0.88%
13,111
-167
30
$742K 0.76%
7,522
31
$690K 0.71%
12,450
32
$616K 0.63%
11,439
33
$616K 0.63%
18,000
34
$611K 0.63%
10,081
35
$610K 0.63%
5,030
36
$610K 0.63%
5,000
37
$570K 0.59%
7,813
38
$566K 0.58%
2,200
39
$541K 0.56%
5,150
40
$539K 0.55%
3,492
41
$533K 0.55%
20,100
42
$533K 0.55%
30,000
43
$532K 0.55%
1,300
-700
44
$523K 0.54%
24,000
-5,008
45
$523K 0.54%
5,300
+750
46
$520K 0.53%
17,500
+2,500
47
$518K 0.53%
5,000
-1,000
48
$517K 0.53%
3,000
-700
49
$516K 0.53%
11,800
50
$511K 0.53%
2,300
1
2
3 4 5