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
$79.5M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.17M
3
+$853K
4
DUK icon
Duke Energy
DUK
+$734K
5
DGX icon
Quest Diagnostics
DGX
+$672K

Top Sells

1
+$3.25M
2
+$1.42M
3
+$1.41M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$832K
5
UNM icon
Unum
UNM
+$670K

Sector Composition

1 Healthcare 11.74%
2 Technology 10.17%
3 Materials 9.5%
4 Consumer Staples 9.44%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$734K 0.92%
+9,075
27
$731K 0.92%
12,600
28
$697K 0.88%
7,600
29
$672K 0.85%
+8,370
30
$632K 0.8%
17,955
-10,955
31
$631K 0.79%
45,065
-7,410
32
$629K 0.79%
16,560
-3,615
33
$597K 0.75%
3,315
34
$593K 0.75%
2,000
35
$576K 0.73%
+14,645
36
$570K 0.72%
11,187
37
$559K 0.7%
9,408
+5,408
38
$556K 0.7%
+6,160
39
$555K 0.7%
4,400
40
$551K 0.69%
17,868
-8,653
41
$550K 0.69%
650
42
$549K 0.69%
6,500
43
$535K 0.67%
7,800
44
$525K 0.66%
13,200
45
$518K 0.65%
+8,900
46
$513K 0.65%
3,400
47
$494K 0.62%
19,400
48
$486K 0.61%
38,400
+9,600
49
$483K 0.61%
20,400
50
$482K 0.61%
9,900
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2
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