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
$104M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$521K
3
+$440K
4
AEO icon
American Eagle Outfitters
AEO
+$387K
5
CW icon
Curtiss-Wright
CW
+$371K

Top Sells

1
+$610K
2
+$474K
3
+$346K
4
ORLY icon
O'Reilly Automotive
ORLY
+$301K
5
DELL icon
Dell
DELL
+$267K

Sector Composition

1 Financials 18.53%
2 Healthcare 13.47%
3 Industrials 12.47%
4 Technology 10.91%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.53%
1,700
-500
52
$545K 0.52%
9,600
53
$542K 0.52%
2,550
54
$538K 0.52%
12,600
+1,650
55
$534K 0.51%
8,500
-1,581
56
$526K 0.5%
7,600
57
$521K 0.5%
+12,150
58
$521K 0.5%
3,492
59
$519K 0.5%
16,600
-3,500
60
$514K 0.49%
1,439
61
$508K 0.49%
6,600
62
$508K 0.49%
1,800
63
$504K 0.48%
650
64
$493K 0.47%
5,000
65
$493K 0.47%
11,900
66
$482K 0.46%
4,000
67
$479K 0.46%
28,800
68
$475K 0.46%
26,900
+4,600
69
$472K 0.45%
1,050
-250
70
$467K 0.45%
7,600
+1,500
71
$466K 0.45%
1,900
-400
72
$463K 0.44%
5,000
-2,813
73
$456K 0.44%
19,238
74
$454K 0.44%
11,300
75
$451K 0.43%
14,100
1 2
3
4 5