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
$72.7M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$424K
3
+$423K
4
APTV icon
Aptiv
APTV
+$414K
5
BWA icon
BorgWarner
BWA
+$412K

Top Sells

1
+$490K
2
+$416K
3
+$388K
4
TXRH icon
Texas Roadhouse
TXRH
+$388K
5
AMSG
Amsurg Corp
AMSG
+$380K

Sector Composition

1 Financials 23.34%
2 Industrials 14.69%
3 Healthcare 10.7%
4 Communication Services 9.21%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$444K 0.61%
3,300
52
$434K 0.6%
13,450
53
$434K 0.6%
45,870
54
$432K 0.59%
8,500
55
$431K 0.59%
5,900
56
$431K 0.59%
+15,100
57
$428K 0.59%
7,300
+1,300
58
$424K 0.58%
+3,300
59
$423K 0.58%
+8,500
60
$423K 0.58%
7,700
61
$421K 0.58%
3,500
62
$416K 0.57%
14,685
63
$414K 0.57%
+5,800
64
$412K 0.57%
+13,291
65
$412K 0.57%
3,492
66
$409K 0.56%
+14,900
67
$408K 0.56%
5,900
68
$406K 0.56%
+5,800
69
$397K 0.55%
+1,500
70
$397K 0.55%
12,200
71
$397K 0.55%
10,258
+1,474
72
$395K 0.54%
7,956
73
$395K 0.54%
2,400
74
$392K 0.54%
39,700
75
$392K 0.54%
23,700
+2,250
1 2
3
4