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
$97.5M
AUM Growth
+$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.04M
3
+$534K
4
ACIW icon
ACI Worldwide
ACIW
+$533K
5
PD icon
PagerDuty
PD
+$531K

Top Sells

1
+$719K
2
+$712K
3
+$581K
4
BWXT icon
BWX Technologies
BWXT
+$561K
5
WDAY icon
Workday
WDAY
+$525K

Sector Composition

1 Industrials 10.99%
2 Healthcare 10.86%
3 Materials 9.43%
4 Technology 9.08%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$905K 0.93%
37,550
+770
27
$801K 0.82%
17,240
28
$794K 0.81%
12,600
29
$785K 0.81%
6,855
30
$782K 0.8%
64,930
+9,195
31
$765K 0.78%
650
32
$739K 0.76%
17,800
-3,200
33
$714K 0.73%
13,500
34
$713K 0.73%
3,400
35
$711K 0.73%
8,025
36
$708K 0.73%
16,420
+595
37
$707K 0.73%
6,434
38
$669K 0.69%
13,265
39
$664K 0.68%
17,100
40
$654K 0.67%
3,800
41
$647K 0.66%
7,800
42
$642K 0.66%
3,000
43
$640K 0.66%
3,958
44
$628K 0.64%
28,300
+3,800
45
$624K 0.64%
8,200
+1,700
46
$617K 0.63%
40,100
47
$611K 0.63%
3,700
48
$610K 0.63%
47,200
+8,800
49
$609K 0.62%
8,900
50
$582K 0.6%
14,000
-5,400
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2
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