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
$94.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.57M
3
+$865K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$637K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$518K

Top Sells

1
+$2.19M
2
+$1.43M
3
+$539K
4
FICO icon
Fair Isaac
FICO
+$418K
5
SNV icon
Synovus
SNV
+$398K

Sector Composition

1 Financials 23.86%
2 Industrials 14.34%
3 Healthcare 12.14%
4 Communication Services 8%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.49%
7,956
52
$457K 0.49%
30,000
53
$457K 0.49%
23,000
+2,700
54
$453K 0.48%
3,492
55
$450K 0.48%
+7,600
56
$450K 0.48%
10,081
57
$449K 0.48%
9,766
-4,918
58
$448K 0.48%
20,000
59
$446K 0.47%
+3,700
60
$442K 0.47%
+15,800
61
$442K 0.47%
5,000
+700
62
$441K 0.47%
+5,800
63
$437K 0.46%
12,000
-4,029
64
$436K 0.46%
10,000
-4,900
65
$432K 0.46%
8,000
-4,000
66
$432K 0.46%
18,000
+3,000
67
$423K 0.45%
9,900
68
$421K 0.45%
6,530
69
$417K 0.44%
35,200
70
$417K 0.44%
+2,200
71
$409K 0.43%
24,000
+3,000
72
$407K 0.43%
1,800
+400
73
$403K 0.43%
5,000
74
$401K 0.43%
8,000
75
$401K 0.43%
2,300
1 2
3
4 5