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
$123M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.01M
3
+$667K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$639K
5
BAH icon
Booz Allen Hamilton
BAH
+$560K

Top Sells

1
+$618K
2
+$582K
3
+$526K
4
NTNX icon
Nutanix
NTNX
+$501K
5
HOUS icon
Anywhere Real Estate
HOUS
+$456K

Sector Composition

1 Healthcare 11%
2 Financials 9.33%
3 Technology 9.3%
4 Industrials 7.37%
5 Materials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.04%
24,105
+5,160
27
$1.26M 1.02%
24,326
-50
28
$1.2M 0.97%
27,500
29
$1.18M 0.96%
19,325
+240
30
$1.15M 0.93%
50,415
-1,080
31
$1.14M 0.92%
6,565
-140
32
$1.01M 0.82%
7,570
-568
33
$1.01M 0.82%
+7,480
34
$975K 0.79%
52,461
-1,423
35
$954K 0.77%
26,235
+12,033
36
$908K 0.74%
2,555
-50
37
$865K 0.7%
28,890
-1,035
38
$859K 0.7%
8,305
+140
39
$840K 0.68%
71,599
-999
40
$818K 0.66%
9,530
+2,235
41
$795K 0.64%
3,200
42
$793K 0.64%
7,555
-200
43
$786K 0.64%
10,050
44
$771K 0.62%
3,150
45
$751K 0.61%
10,400
46
$749K 0.61%
14,545
-425
47
$724K 0.59%
8,200
48
$719K 0.58%
22,100
49
$706K 0.57%
3,020
-1,315
50
$700K 0.57%
9,100
-2,100
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