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
$88M
AUM Growth
-$326K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.12M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$644K
5
UNF icon
Unifirst Corp
UNF
+$528K

Top Sells

1
+$2.33M
2
+$2.02M
3
+$1.45M
4
SLB icon
SLB Ltd
SLB
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.18M

Sector Composition

1 Healthcare 13%
2 Financials 12.45%
3 Industrials 11.92%
4 Communication Services 9.61%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.35%
29,030
-200
27
$880K 1%
26,225
28
$777K 0.88%
10,900
29
$716K 0.81%
5,300
30
$715K 0.81%
650
31
$669K 0.76%
5,000
32
$662K 0.75%
10,000
-1,800
33
$646K 0.73%
12,300
+150
34
$644K 0.73%
+2,640
35
$625K 0.71%
2,550
36
$622K 0.71%
4,465
-475
37
$607K 0.69%
7,600
38
$591K 0.67%
9,600
39
$590K 0.67%
11,900
40
$582K 0.66%
12,600
41
$566K 0.64%
7,800
42
$547K 0.62%
4,300
+500
43
$540K 0.61%
2,500
44
$538K 0.61%
4,600
45
$528K 0.6%
+2,800
46
$523K 0.59%
4,350
47
$519K 0.59%
3,492
48
$518K 0.59%
20,400
49
$516K 0.59%
9,900
50
$512K 0.58%
19,400
+3,500
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2
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