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
$112M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$539K
3
+$513K
4
RPD icon
Rapid7
RPD
+$505K
5
SCI icon
Service Corp International
SCI
+$461K

Top Sells

1
+$580K
2
+$503K
3
+$499K
4
PSTG icon
Pure Storage
PSTG
+$498K
5
ROK icon
Rockwell Automation
ROK
+$489K

Sector Composition

1 Healthcare 9.95%
2 Technology 9.73%
3 Industrials 9.42%
4 Financials 5.78%
5 Materials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.92%
21,995
-970
27
$1M 0.89%
18,775
28
$988K 0.88%
9,500
-500
29
$950K 0.85%
8,665
-950
30
$893K 0.8%
6,810
-330
31
$878K 0.78%
30,685
-45
32
$864K 0.77%
4,075
-1,088
33
$836K 0.74%
10,365
-145
34
$799K 0.71%
4,285
35
$793K 0.71%
6,240
-1,544
36
$715K 0.64%
7,100
37
$690K 0.61%
35,823
-1,300
38
$677K 0.6%
17,405
39
$672K 0.6%
18,897
-380
40
$649K 0.58%
53,100
41
$645K 0.57%
8,200
42
$632K 0.56%
6,500
43
$620K 0.55%
18,970
-300
44
$612K 0.54%
3,100
45
$608K 0.54%
5,100
46
$607K 0.54%
2,745
-40
47
$605K 0.54%
6,275
-660
48
$596K 0.53%
11,380
-2,000
49
$595K 0.53%
13,995
50
$592K 0.53%
15,500
+3,000
1
2
3 4 5