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
$102M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.42M
3
+$2.35M
4
INGR icon
Ingredion
INGR
+$2.13M
5
UNH icon
UnitedHealth
UNH
+$890K

Top Sells

1
+$625K
2
+$590K
3
+$448K
4
SFM icon
Sprouts Farmers Market
SFM
+$374K
5
ROST icon
Ross Stores
ROST
+$332K

Sector Composition

1 Healthcare 12.14%
2 Industrials 10.86%
3 Financials 10.71%
4 Communication Services 9.39%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.51%
13,200
+4,600
52
$504K 0.49%
3,492
53
$502K 0.49%
19,400
54
$492K 0.48%
5,800
55
$491K 0.48%
4,500
56
$477K 0.47%
3,300
57
$473K 0.46%
4,650
58
$470K 0.46%
20,400
59
$464K 0.45%
28,000
60
$464K 0.45%
3,700
61
$459K 0.45%
13,500
62
$459K 0.45%
12,300
63
$453K 0.44%
34,773
+7,785
64
$453K 0.44%
3,800
+1,000
65
$452K 0.44%
4,600
66
$448K 0.44%
5,000
67
$448K 0.44%
3,800
+1,000
68
$435K 0.43%
+16,570
69
$430K 0.42%
28,800
+9,600
70
$427K 0.42%
+6,600
71
$422K 0.41%
28,300
72
$421K 0.41%
3,000
73
$419K 0.41%
+13,300
74
$416K 0.41%
5,600
75
$415K 0.41%
24,500
1 2
3
4 5