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
$86.3M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$975K
3
+$620K
4
SFM icon
Sprouts Farmers Market
SFM
+$465K
5
MRVL icon
Marvell Technology
MRVL
+$421K

Top Sells

1
+$2.3M
2
+$1.28M
3
+$694K
4
CMP icon
Compass Minerals
CMP
+$605K
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$545K

Sector Composition

1 Financials 15.78%
2 Healthcare 14.31%
3 Industrials 11.29%
4 Technology 11.13%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.55%
12,150
52
$473K 0.55%
11,900
53
$470K 0.54%
5,650
54
$467K 0.54%
12,600
55
$465K 0.54%
+19,800
56
$443K 0.51%
22,900
+7,300
57
$443K 0.51%
2,550
58
$441K 0.51%
1,800
59
$436K 0.51%
4,000
60
$431K 0.5%
3,800
61
$423K 0.49%
30,000
-7,500
62
$421K 0.49%
+26,000
63
$421K 0.49%
5,000
64
$416K 0.48%
1,700
65
$401K 0.46%
7,600
66
$401K 0.46%
30,000
67
$394K 0.46%
11,300
68
$388K 0.45%
3,800
+1,100
69
$387K 0.45%
5,000
70
$379K 0.44%
28,800
71
$379K 0.44%
3,492
72
$378K 0.44%
+9,900
73
$372K 0.43%
15,800
74
$369K 0.43%
5,000
75
$365K 0.42%
2,250
-750
1 2
3
4 5