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
$130M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.12M
3
+$1.11M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$881K
5
CTRA icon
Coterra Energy
CTRA
+$611K

Top Sells

1
+$712K
2
+$653K
3
+$626K
4
ALK icon
Alaska Air
ALK
+$598K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$596K

Sector Composition

1 Technology 11.3%
2 Industrials 8.88%
3 Healthcare 8.69%
4 Financials 7.65%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.8%
19,395
27
$1.03M 0.79%
7,175
-65
28
$1.02M 0.79%
13,580
+1,600
29
$1.02M 0.78%
25,655
30
$1.01M 0.78%
91,414
31
$1.01M 0.78%
4,080
32
$993K 0.77%
4,490
-115
33
$956K 0.74%
1,635
-450
34
$940K 0.73%
5,700
+170
35
$940K 0.72%
12,115
36
$934K 0.72%
22,275
37
$884K 0.68%
1,675
38
$861K 0.66%
9,175
39
$855K 0.66%
18,815
+2,400
40
$820K 0.63%
7,725
-90
41
$801K 0.62%
1,370
42
$787K 0.61%
3,280
-50
43
$783K 0.6%
8,695
-400
44
$774K 0.6%
13,975
-5,800
45
$744K 0.57%
6,345
-100
46
$708K 0.55%
5,785
-320
47
$699K 0.54%
4,505
48
$681K 0.53%
2,350
49
$666K 0.51%
27,500
+7,900
50
$653K 0.5%
12,676
+4,676
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