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
$81.2M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.31M
3
+$688K
4
APA icon
APA Corp
APA
+$620K
5
KLXI
KLX Inc.
KLXI
+$510K

Top Sells

1
+$2.31M
2
+$695K
3
+$509K
4
PVH icon
PVH
PVH
+$453K
5
EFX icon
Equifax
EFX
+$444K

Sector Composition

1 Financials 26.83%
2 Industrials 16.01%
3 Healthcare 13.33%
4 Energy 9.7%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$439K 0.54%
32,300
+8,600
52
$434K 0.53%
7,293
53
$434K 0.53%
+7,000
54
$434K 0.53%
+9,100
55
$413K 0.51%
5,246
56
$410K 0.51%
16,780
57
$409K 0.5%
26,980
58
$403K 0.5%
+3,500
59
$402K 0.5%
13,100
60
$399K 0.49%
66,180
61
$398K 0.49%
5,900
62
$396K 0.49%
14,900
63
$396K 0.49%
8,000
-2,500
64
$391K 0.48%
5,800
65
$385K 0.47%
3,492
66
$381K 0.47%
5,400
-1,800
67
$373K 0.46%
7,300
68
$364K 0.45%
7,956
69
$364K 0.45%
6,530
70
$362K 0.45%
+16,800
71
$358K 0.44%
3,000
-600
72
$349K 0.43%
10,000
-3,800
73
$349K 0.43%
7,700
74
$346K 0.43%
1,500
75
$345K 0.42%
+10,000
1 2
3
4 5