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
$121M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$638K
2
+$595K
3
+$491K
4
MRCY icon
Mercury Systems
MRCY
+$483K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$480K

Top Sells

1
+$1.14M
2
+$786K
3
+$771K
4
AZO icon
AutoZone
AZO
+$681K
5
LITE icon
Lumentum
LITE
+$640K

Sector Composition

1 Healthcare 10.25%
2 Technology 9.47%
3 Industrials 8.97%
4 Financials 7.8%
5 Materials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.06%
37,550
+812
27
$1.27M 1.05%
22,820
-145
28
$1.24M 1.03%
23,310
+1,000
29
$1.24M 1.02%
24,326
30
$1.12M 0.92%
28,550
+2,315
31
$1.11M 0.92%
2,525
-30
32
$1.1M 0.91%
19,125
-200
33
$1.09M 0.9%
26,265
-2,625
34
$1.01M 0.83%
23,500
-4,000
35
$984K 0.81%
7,570
36
$959K 0.79%
8,645
+340
37
$928K 0.77%
11,970
+2,440
38
$923K 0.76%
51,733
-728
39
$869K 0.72%
10,520
-100
40
$855K 0.71%
17,260
+2,715
41
$822K 0.68%
7,360
-195
42
$728K 0.6%
4,900
+650
43
$706K 0.58%
17,700
+1,100
44
$706K 0.58%
69,653
-1,946
45
$705K 0.58%
8,300
46
$677K 0.56%
7,250
47
$664K 0.55%
17,700
48
$662K 0.55%
2,995
-25
49
$650K 0.54%
7,400
+800
50
$641K 0.53%
2,650
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