WCM

Washington Capital Management Portfolio holdings

AUM $135M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.9M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$840K
2
+$562K
3
+$530K
4
STZ icon
Constellation Brands
STZ
+$490K
5
GD icon
General Dynamics
GD
+$478K

Top Sells

1
+$2.57M
2
+$593K
3
+$551K
4
TGT icon
Target
TGT
+$450K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$416K

Sector Composition

1 Technology 10.67%
2 Materials 10.58%
3 Healthcare 10.11%
4 Industrials 9.93%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$809K 0.9%
15,825
-4,000
27
$808K 0.9%
12,600
28
$802K 0.89%
6,500
29
$781K 0.87%
6,855
-1,515
30
$733K 0.82%
650
31
$723K 0.8%
19,400
32
$723K 0.8%
55,735
-6,200
33
$719K 0.8%
16,320
34
$715K 0.8%
13,200
35
$712K 0.79%
7,600
36
$695K 0.77%
40,100
+8,100
37
$688K 0.77%
17,240
-715
38
$677K 0.75%
6,434
-1,340
39
$648K 0.72%
3,400
40
$641K 0.71%
8,025
-1,050
41
$632K 0.7%
13,265
-7,250
42
$627K 0.7%
8,900
43
$607K 0.68%
7,800
44
$602K 0.67%
13,460
-3,100
45
$598K 0.67%
9,408
46
$585K 0.65%
3,000
47
$581K 0.65%
28,000
48
$581K 0.65%
24,500
49
$565K 0.63%
3,958
+466
50
$562K 0.63%
5,250
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