WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$518K
3
+$490K
4
NGVT icon
Ingevity
NGVT
+$393K
5
GEF icon
Greif
GEF
+$365K

Top Sells

1
+$1.93M
2
+$1.28M
3
+$1.24M
4
KR icon
Kroger
KR
+$1.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$714K

Sector Composition

1 Healthcare 12.61%
2 Technology 12.06%
3 Industrials 10.21%
4 Financials 8.37%
5 Materials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.98%
8,316
+942
27
$993K 0.92%
8,405
+4,145
28
$983K 0.91%
17,240
29
$891K 0.83%
47,200
30
$884K 0.82%
+27,354
31
$880K 0.82%
6,855
32
$867K 0.81%
3,958
33
$841K 0.78%
14,900
34
$834K 0.77%
4,000
35
$831K 0.77%
22,200
-4,798
36
$805K 0.75%
13,265
37
$792K 0.74%
8,900
38
$785K 0.73%
7,950
39
$773K 0.72%
8,010
40
$729K 0.68%
11,187
41
$722K 0.67%
13,200
42
$721K 0.67%
10,800
+2,600
43
$692K 0.64%
5,500
44
$688K 0.64%
25,800
45
$656K 0.61%
13,650
46
$649K 0.6%
3,500
-1,200
47
$644K 0.6%
43,500
48
$643K 0.6%
6,000
49
$638K 0.59%
2,800
50
$634K 0.59%
19,433
-6,766
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