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
$116M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.72M
3
+$1.49M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.45M
5
HAL icon
Halliburton
HAL
+$1.4M

Top Sells

1
+$1.42M
2
+$603K
3
+$422K
4
LMT icon
Lockheed Martin
LMT
+$419K
5
RMD icon
ResMed
RMD
+$405K

Sector Composition

1 Healthcare 11.6%
2 Financials 10.39%
3 Industrials 9.12%
4 Consumer Staples 8.93%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.48%
10,300
52
$550K 0.47%
6,500
+2,900
53
$548K 0.47%
32,000
+7,500
54
$547K 0.47%
7,950
+1,350
55
$546K 0.47%
34,773
56
$540K 0.46%
3,800
57
$531K 0.46%
12,300
58
$530K 0.46%
3,400
-1,900
59
$528K 0.45%
1,600
60
$521K 0.45%
3,575
-890
61
$520K 0.45%
13,500
62
$511K 0.44%
+5,100
63
$508K 0.44%
3,492
64
$503K 0.43%
3,300
65
$499K 0.43%
4,350
66
$494K 0.43%
4,650
67
$491K 0.42%
20,400
68
$486K 0.42%
16,320
-250
69
$484K 0.42%
13,300
70
$482K 0.41%
13,500
+2,700
71
$476K 0.41%
5,000
72
$470K 0.4%
28,000
73
$454K 0.39%
5,800
74
$453K 0.39%
3,700
75
$450K 0.39%
5,600
1 2
3
4 5