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
$88.3M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$676K
3
+$623K
4
PFPT
Proofpoint, Inc.
PFPT
+$528K
5
BJ icon
BJs Wholesale Club
BJ
+$436K

Top Sells

1
+$1.86M
2
+$1.76M
3
+$1.02M
4
APA icon
APA Corp
APA
+$829K
5
LMT icon
Lockheed Martin
LMT
+$750K

Sector Composition

1 Healthcare 13.85%
2 Technology 12.07%
3 Industrials 11.63%
4 Financials 11.22%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.45%
29,320
+620
27
$1.26M 1.43%
21,315
-4,500
28
$1.26M 1.43%
29,230
29
$1.18M 1.33%
21,910
-3,250
30
$887K 1%
26,225
-6,200
31
$739K 0.84%
10,900
32
$691K 0.78%
4,940
33
$686K 0.78%
11,800
34
$666K 0.75%
650
35
$632K 0.72%
5,300
36
$629K 0.71%
12,150
37
$612K 0.69%
9,600
38
$591K 0.67%
11,900
39
$576K 0.65%
5,000
40
$573K 0.65%
20,400
41
$567K 0.64%
24,000
42
$567K 0.64%
12,600
43
$561K 0.64%
1,700
44
$554K 0.63%
7,800
45
$551K 0.62%
4,300
-850
46
$546K 0.62%
13,500
-4,500
47
$541K 0.61%
28,000
48
$539K 0.61%
3,800
49
$532K 0.6%
4,000
50
$528K 0.6%
+4,350
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2
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