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
$102M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.42M
3
+$2.35M
4
INGR icon
Ingredion
INGR
+$2.13M
5
UNH icon
UnitedHealth
UNH
+$890K

Top Sells

1
+$625K
2
+$590K
3
+$448K
4
SFM icon
Sprouts Farmers Market
SFM
+$374K
5
ROST icon
Ross Stores
ROST
+$332K

Sector Composition

1 Healthcare 12.14%
2 Industrials 10.86%
3 Financials 10.71%
4 Communication Services 9.39%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.43%
17,463
-1,300
27
$1.46M 1.43%
10,424
28
$1.42M 1.39%
20,565
-600
29
$1.19M 1.17%
29,030
30
$842K 0.82%
5,300
31
$779K 0.76%
26,225
32
$770K 0.75%
10,900
33
$705K 0.69%
650
34
$704K 0.69%
9,600
35
$692K 0.68%
+3,315
36
$653K 0.64%
7,600
37
$648K 0.63%
12,600
38
$603K 0.59%
7,800
39
$578K 0.57%
4,465
40
$566K 0.55%
9,900
41
$564K 0.55%
21,500
+13,500
42
$563K 0.55%
11,187
+1,759
43
$561K 0.55%
4,350
44
$556K 0.54%
4,300
45
$554K 0.54%
7,800
-2,200
46
$546K 0.53%
2,800
47
$540K 0.53%
9,800
-2,500
48
$529K 0.52%
10,350
+2,100
49
$525K 0.51%
2,000
-500
50
$520K 0.51%
10,300
1
2
3 4 5