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
$118M
AUM Growth
+$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$644K
3
+$569K
4
LITE icon
Lumentum
LITE
+$539K
5
GEHC icon
GE HealthCare
GEHC
+$496K

Top Sells

1
+$1.78M
2
+$1.31M
3
+$1.07M
4
OKTA icon
Okta
OKTA
+$569K
5
IPGP icon
IPG Photonics
IPGP
+$543K

Sector Composition

1 Technology 11.24%
2 Healthcare 11.07%
3 Industrials 9.9%
4 Financials 6.2%
5 Energy 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.91%
10,835
27
$1.03M 0.88%
8,190
+1,950
28
$1.02M 0.87%
18,775
29
$1.01M 0.86%
5,180
+2,515
30
$996K 0.85%
21,635
-360
31
$987K 0.84%
2,053
-545
32
$929K 0.79%
8,665
33
$922K 0.78%
10,465
+100
34
$918K 0.78%
21,610
+10,610
35
$911K 0.77%
6,810
36
$880K 0.75%
30,685
37
$853K 0.73%
6,465
-50
38
$834K 0.71%
24,950
+5,980
39
$777K 0.66%
10,000
40
$770K 0.65%
7,100
41
$751K 0.64%
5,100
42
$723K 0.61%
23,400
+3,000
43
$718K 0.61%
10,600
44
$673K 0.57%
18,897
45
$658K 0.56%
5,900
46
$653K 0.56%
11,380
47
$651K 0.55%
5,950
+750
48
$637K 0.54%
8,900
49
$633K 0.54%
53,100
50
$612K 0.52%
2,745
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2
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