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
$88M
AUM Growth
-$326K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.12M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$644K
5
UNF icon
Unifirst Corp
UNF
+$528K

Top Sells

1
+$2.33M
2
+$2.02M
3
+$1.45M
4
SLB icon
SLB Ltd
SLB
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.18M

Sector Composition

1 Healthcare 13%
2 Financials 12.45%
3 Industrials 11.92%
4 Communication Services 9.61%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.56%
28,000
52
$491K 0.56%
3,300
-1,000
53
$489K 0.56%
5,800
54
$488K 0.55%
4,000
55
$487K 0.55%
10,300
+300
56
$475K 0.54%
9,428
57
$472K 0.54%
5,600
58
$458K 0.52%
13,500
59
$458K 0.52%
4,650
60
$456K 0.52%
1,600
61
$448K 0.51%
30,000
62
$439K 0.5%
4,500
+2,000
63
$438K 0.5%
5,000
64
$437K 0.5%
3,000
+750
65
$420K 0.48%
+3,700
66
$393K 0.45%
+26,988
67
$391K 0.44%
1,500
+450
68
$387K 0.44%
12,300
+2,000
69
$386K 0.44%
3,000
-2,000
70
$384K 0.44%
16,000
-8,000
71
$382K 0.43%
+12,000
72
$381K 0.43%
2,800
-1,000
73
$374K 0.43%
24,500
+2,300
74
$374K 0.43%
19,800
75
$354K 0.4%
+8,600
1 2
3
4 5