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
$117M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$790K
3
+$600K
4
CPB icon
Campbell Soup
CPB
+$596K
5
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$593K

Top Sells

1
+$1.25M
2
+$825K
3
+$764K
4
TGT icon
Target
TGT
+$694K
5
NATI
National Instruments Corp
NATI
+$678K

Sector Composition

1 Technology 10.83%
2 Healthcare 10.65%
3 Industrials 9.49%
4 Financials 7.76%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.92%
24,725
+13,795
27
$1.03M 0.88%
10,000
28
$1.03M 0.88%
13,900
+5,460
29
$1.01M 0.86%
22,345
+605
30
$999K 0.86%
19,780
-2,005
31
$997K 0.85%
2,200
-290
32
$983K 0.84%
1,868
-185
33
$946K 0.81%
28,110
-2,575
34
$944K 0.81%
14,970
-930
35
$849K 0.73%
10,975
+75
36
$824K 0.71%
5,040
-1,770
37
$815K 0.7%
14,140
+3,705
38
$796K 0.68%
5,500
-700
39
$787K 0.67%
9,550
-915
40
$783K 0.67%
3,085
+1,035
41
$706K 0.6%
9,300
42
$699K 0.6%
6,995
-890
43
$686K 0.59%
1,400
+200
44
$675K 0.58%
8,400
45
$660K 0.57%
10,000
-450
46
$645K 0.55%
11,300
47
$640K 0.55%
8,260
-970
48
$636K 0.54%
13,500
49
$636K 0.54%
17,169
-1,728
50
$631K 0.54%
2,850
-400
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2
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