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
$113M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.57M
3
+$3.48M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.97M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.1M

Top Sells

1
+$1.04M
2
+$956K
3
+$922K
4
UNF icon
Unifirst Corp
UNF
+$657K
5
PWR icon
Quanta Services
PWR
+$611K

Sector Composition

1 Financials 10.96%
2 Healthcare 10.87%
3 Technology 9.85%
4 Industrials 6.37%
5 Materials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 1.03%
19,085
+4,650
27
$1.11M 0.98%
51,495
-635
28
$1.1M 0.97%
53,884
-1,337
29
$1.08M 0.96%
8,138
-251
30
$1.07M 0.94%
22,250
-450
31
$1.02M 0.91%
8,165
-240
32
$982K 0.87%
18,945
-375
33
$974K 0.86%
6,705
-150
34
$949K 0.84%
4,335
-4,210
35
$899K 0.8%
2,605
+955
36
$887K 0.78%
29,925
+11,905
37
$819K 0.72%
72,598
+14,517
38
$798K 0.71%
14,970
-450
39
$757K 0.67%
7,755
-205
40
$705K 0.62%
+10,400
41
$674K 0.6%
10,050
42
$642K 0.57%
10,920
-15
43
$638K 0.56%
3,200
44
$634K 0.56%
8,200
45
$626K 0.55%
3,150
46
$623K 0.55%
6,500
47
$618K 0.55%
8,800
48
$615K 0.54%
4,250
49
$588K 0.52%
27,000
+1,100
50
$587K 0.52%
7,295
+1,245
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