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
$88.9M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$696K
3
+$588K
4
GE icon
GE Aerospace
GE
+$421K
5
OA
Orbital ATK, Inc.
OA
+$393K

Top Sells

1
+$1.02M
2
+$470K
3
+$432K
4
PWR icon
Quanta Services
PWR
+$371K
5
NVDA icon
NVIDIA
NVDA
+$327K

Sector Composition

1 Financials 24.29%
2 Industrials 14.47%
3 Healthcare 14.34%
4 Communication Services 8.41%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$443K 0.5%
9,900
52
$439K 0.49%
30,000
53
$425K 0.48%
10,081
54
$422K 0.47%
8,000
55
$420K 0.47%
16,800
56
$418K 0.47%
3,000
57
$415K 0.47%
7,300
58
$412K 0.46%
55,000
-11,180
59
$409K 0.46%
6,530
60
$404K 0.45%
2,300
+500
61
$403K 0.45%
20,000
+8,000
62
$402K 0.45%
1,400
-496
63
$398K 0.45%
9,000
64
$393K 0.44%
+4,000
65
$392K 0.44%
4,300
+1,400
66
$389K 0.44%
10,000
67
$389K 0.44%
16,800
68
$379K 0.43%
20,300
69
$365K 0.41%
5,000
70
$364K 0.41%
3,000
-1,620
71
$352K 0.4%
9,600
+500
72
$348K 0.39%
4,200
73
$337K 0.38%
4,000
74
$335K 0.38%
+15,000
75
$330K 0.37%
35,200
-16,000
1 2
3
4 5