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
$104M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$521K
3
+$440K
4
AEO icon
American Eagle Outfitters
AEO
+$387K
5
CW icon
Curtiss-Wright
CW
+$371K

Top Sells

1
+$610K
2
+$474K
3
+$346K
4
ORLY icon
O'Reilly Automotive
ORLY
+$301K
5
DELL icon
Dell
DELL
+$267K

Sector Composition

1 Financials 18.53%
2 Healthcare 13.47%
3 Industrials 12.47%
4 Technology 10.91%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.32%
18,720
27
$1.32M 1.27%
26,365
28
$1.27M 1.22%
32,625
-900
29
$1.18M 1.14%
22,960
-300
30
$789K 0.76%
7,522
31
$709K 0.68%
11,439
32
$695K 0.67%
5,030
33
$694K 0.67%
12,825
-286
34
$692K 0.66%
37,500
35
$676K 0.65%
18,000
36
$654K 0.63%
12,450
37
$605K 0.58%
9,000
+1,500
38
$598K 0.57%
3,000
39
$596K 0.57%
8,600
40
$589K 0.57%
5,150
41
$586K 0.56%
11,800
42
$580K 0.56%
4,800
43
$579K 0.56%
5,300
44
$577K 0.55%
5,000
45
$574K 0.55%
8,606
46
$568K 0.55%
5,800
47
$564K 0.54%
24,000
48
$560K 0.54%
5,650
49
$557K 0.53%
9,600
50
$551K 0.53%
30,000
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2
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