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
$97.3M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.02M
3
+$975K
4
LLL
L3 Technologies, Inc.
LLL
+$490K
5
AZO icon
AutoZone
AZO
+$436K

Top Sells

1
+$1.94M
2
+$1.44M
3
+$1.39M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.34M
5
UNM icon
Unum
UNM
+$1.15M

Sector Composition

1 Financials 19.63%
2 Healthcare 12.93%
3 Industrials 12.07%
4 Technology 10.71%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.52%
9,250
52
$506K 0.52%
8,600
+1,200
53
$493K 0.51%
7,500
54
$490K 0.5%
8,606
55
$490K 0.5%
+2,550
56
$485K 0.5%
5,800
57
$484K 0.5%
11,900
+1,500
58
$480K 0.49%
11,300
59
$479K 0.49%
5,650
60
$476K 0.49%
4,800
-1,700
61
$474K 0.49%
11,100
62
$469K 0.48%
19,776
63
$468K 0.48%
37,500
-7,500
64
$466K 0.48%
9,600
65
$463K 0.48%
28,800
66
$461K 0.47%
14,100
67
$455K 0.47%
9,600
-1,700
68
$453K 0.47%
15,800
69
$451K 0.46%
6,600
70
$450K 0.46%
18,000
-2,600
71
$449K 0.46%
4,900
72
$448K 0.46%
7,600
73
$446K 0.46%
9,800
+2,400
74
$436K 0.45%
+650
75
$433K 0.45%
+10,950
1 2
3
4 5