WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$602K
3
+$572K
4
S icon
SentinelOne
S
+$537K
5
U icon
Unity
U
+$452K

Top Sells

1
+$1.17M
2
+$666K
3
+$635K
4
KVYO icon
Klaviyo
KVYO
+$609K
5
LHX icon
L3Harris
LHX
+$552K

Sector Composition

1 Technology 12.38%
2 Healthcare 8.72%
3 Financials 8.18%
4 Industrials 8%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.8%
89,514
-1,900
27
$965K 0.76%
4,390
-100
28
$934K 0.74%
37,415
29
$934K 0.74%
3,980
-100
30
$933K 0.74%
11,825
-290
31
$862K 0.68%
1,599
-76
32
$858K 0.68%
22,385
+110
33
$834K 0.66%
19,925
-2,670
34
$795K 0.63%
3,985
-1,715
35
$787K 0.62%
1,620
-15
36
$786K 0.62%
12,850
+9,350
37
$782K 0.62%
18,815
38
$718K 0.57%
3,900
39
$711K 0.56%
9,100
-75
40
$696K 0.55%
5,100
41
$691K 0.54%
8,645
-50
42
$687K 0.54%
9,200
+3,700
43
$685K 0.54%
1,355
-15
44
$680K 0.54%
4,505
45
$676K 0.53%
4,915
-8,480
46
$672K 0.53%
8,000
-1,800
47
$664K 0.52%
26,000
+500
48
$664K 0.52%
8,500
49
$658K 0.52%
4,900
50
$657K 0.52%
3,160
-120
1
2
3 4 5