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
$240M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.28M
3
+$2.17M
4
TCBI icon
Texas Capital Bancshares
TCBI
+$1.95M
5
HEI icon
HEICO Corp
HEI
+$1.93M

Top Sells

1
+$3M
2
+$2.67M
3
+$2.41M
4
IPGP icon
IPG Photonics
IPGP
+$2.3M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$2.23M

Sector Composition

1 Financials 15.2%
2 Industrials 14.43%
3 Technology 14.27%
4 Healthcare 12.18%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.99%
56,999
-8,553
52
$2.35M 0.98%
15,364
-2,125
53
$2.34M 0.97%
84,601
-12,199
54
$2.33M 0.97%
+46,190
55
$2.28M 0.95%
47,661
-5,417
56
$2.28M 0.95%
+46,179
57
$2.25M 0.94%
138,402
-15,929
58
$2.21M 0.92%
51,814
-7,912
59
$2.19M 0.91%
25,670
+75
60
$2.14M 0.89%
78,207
+7,513
61
$2.12M 0.89%
85,330
62
$2.12M 0.88%
29,282
-4,156
63
$2.1M 0.88%
75,215
-8,188
64
$2.1M 0.88%
31,933
-3,707
65
$2.06M 0.86%
54,291
-7,649
66
$2.06M 0.86%
36,984
-4,900
67
$2.04M 0.85%
39,322
-3,787
68
$2.02M 0.84%
16,667
+141
69
$2.01M 0.84%
62,259
-6,156
70
$2.01M 0.84%
18,481
-2,631
71
$2.01M 0.84%
32,762
-3,240
72
$1.95M 0.81%
+35,867
73
$1.93M 0.81%
+78,020
74
$1.9M 0.79%
30,990
+115
75
$1.87M 0.78%
52,573
-5,095
1 2
3
4 5