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
$116M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.72M
3
+$1.49M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.45M
5
HAL icon
Halliburton
HAL
+$1.4M

Top Sells

1
+$1.42M
2
+$603K
3
+$422K
4
LMT icon
Lockheed Martin
LMT
+$419K
5
RMD icon
ResMed
RMD
+$405K

Sector Composition

1 Healthcare 11.6%
2 Financials 10.39%
3 Industrials 9.12%
4 Consumer Staples 8.93%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.29%
+26,521
27
$1.42M 1.23%
26,490
-5,355
28
$1.41M 1.22%
16,277
-1,186
29
$1.41M 1.21%
20,175
-2,075
30
$1.4M 1.2%
+57,135
31
$1.35M 1.16%
8,940
-1,205
32
$1.34M 1.15%
28,910
-120
33
$832K 0.72%
10,900
34
$774K 0.67%
650
35
$744K 0.64%
7,600
36
$684K 0.59%
12,600
37
$672K 0.58%
21,500
38
$670K 0.58%
22,975
-3,250
39
$659K 0.57%
4,400
+600
40
$656K 0.56%
3,315
41
$617K 0.53%
11,187
42
$615K 0.53%
9,900
43
$609K 0.52%
10,350
44
$606K 0.52%
4,300
45
$600K 0.52%
2,000
46
$573K 0.49%
4,500
47
$566K 0.49%
2,800
48
$564K 0.49%
13,200
49
$560K 0.48%
7,200
-2,400
50
$555K 0.48%
7,800
1
2
3 4 5