WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.3M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$910K
2
+$871K
3
+$777K
4
VTV icon
Vanguard Value ETF
VTV
+$773K
5
FCN icon
FTI Consulting
FCN
+$514K

Top Sells

1
+$1.63M
2
+$871K
3
+$618K
4
OMC icon
Omnicom Group
OMC
+$528K
5
LW icon
Lamb Weston
LW
+$500K

Sector Composition

1 Industrials 11.13%
2 Healthcare 11.13%
3 Technology 9.09%
4 Financials 7.19%
5 Materials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$949K 0.96%
28,120
-400
27
$933K 0.94%
30,880
-1,095
28
$927K 0.93%
23,185
+255
29
$922K 0.93%
25,690
-450
30
$910K 0.92%
+12,255
31
$897K 0.9%
10,270
-250
32
$884K 0.89%
10,950
+895
33
$882K 0.89%
7,425
-145
34
$871K 0.88%
+13,325
35
$833K 0.84%
18,775
-350
36
$770K 0.78%
2,910
-75
37
$751K 0.76%
23,500
38
$695K 0.7%
8,200
39
$690K 0.7%
6,500
40
$677K 0.68%
17,830
-6,431
41
$672K 0.68%
7,220
-140
42
$592K 0.6%
12,560
43
$590K 0.59%
2,900
44
$589K 0.59%
11,700
45
$589K 0.59%
38,373
-700
46
$585K 0.59%
19,869
+4,749
47
$563K 0.57%
5,500
48
$557K 0.56%
23,900
49
$556K 0.56%
5,100
50
$545K 0.55%
5,900
-1,500
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