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
$109M
AUM Growth
-$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$496K
3
+$449K
4
SBAC icon
SBA Communications
SBAC
+$410K
5
KVUE icon
Kenvue
KVUE
+$397K

Top Sells

1
+$2.67M
2
+$1.31M
3
+$1.17M
4
AGI icon
Alamos Gold
AGI
+$633K
5
FTS icon
Fortis
FTS
+$603K

Sector Composition

1 Technology 11.46%
2 Healthcare 10.75%
3 Industrials 10.18%
4 Financials 7.13%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.94%
5,865
+685
27
$1.02M 0.94%
2,490
-10
28
$974K 0.9%
18,775
29
$955K 0.88%
6,810
30
$930K 0.86%
4,725
31
$927K 0.85%
7,885
-780
32
$890K 0.82%
21,635
33
$887K 0.82%
24,950
34
$840K 0.77%
30,685
35
$820K 0.75%
10,465
36
$819K 0.75%
5,600
37
$801K 0.74%
9,230
+3,600
38
$742K 0.68%
10,900
+4,800
39
$741K 0.68%
10,000
40
$716K 0.66%
5,100
41
$700K 0.64%
6,200
-900
42
$694K 0.64%
6,280
-185
43
$685K 0.63%
18,897
44
$678K 0.62%
11,380
45
$677K 0.62%
4,370
+500
46
$647K 0.59%
5,750
47
$599K 0.55%
5,000
48
$592K 0.54%
15,500
49
$584K 0.54%
8,400
50
$581K 0.53%
8,440
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