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
$86.3M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$975K
3
+$620K
4
SFM icon
Sprouts Farmers Market
SFM
+$465K
5
MRVL icon
Marvell Technology
MRVL
+$421K

Top Sells

1
+$2.3M
2
+$1.28M
3
+$694K
4
CMP icon
Compass Minerals
CMP
+$605K
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$545K

Sector Composition

1 Financials 15.78%
2 Healthcare 14.31%
3 Industrials 11.29%
4 Technology 11.13%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 1.32%
25,160
+2,200
27
$1.03M 1.2%
28,700
+2,910
28
$975K 1.13%
+21,385
29
$953K 1.1%
32,425
-200
30
$829K 0.96%
31,565
-3,000
31
$638K 0.74%
4,940
-90
32
$620K 0.72%
+10,900
33
$574K 0.67%
12,450
34
$573K 0.66%
5,300
35
$569K 0.66%
5,000
36
$565K 0.66%
18,000
37
$561K 0.65%
11,439
38
$550K 0.64%
5,150
39
$547K 0.63%
8,600
40
$545K 0.63%
650
41
$532K 0.62%
11,800
42
$530K 0.61%
8,606
43
$528K 0.61%
7,522
44
$508K 0.59%
7,800
+1,270
45
$503K 0.58%
4,800
46
$490K 0.57%
9,600
47
$488K 0.57%
5,800
48
$486K 0.56%
24,000
49
$482K 0.56%
20,400
+2,900
50
$473K 0.55%
28,000
+10,000
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2
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