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
$79.5M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.17M
3
+$853K
4
DUK icon
Duke Energy
DUK
+$734K
5
DGX icon
Quest Diagnostics
DGX
+$672K

Top Sells

1
+$3.25M
2
+$1.42M
3
+$1.41M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$832K
5
UNM icon
Unum
UNM
+$670K

Sector Composition

1 Healthcare 11.74%
2 Technology 10.17%
3 Materials 9.5%
4 Consumer Staples 9.44%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.6%
5,250
+1,200
52
$462K 0.58%
3,300
53
$449K 0.57%
16,320
54
$446K 0.56%
4,350
55
$439K 0.55%
3,700
56
$431K 0.54%
7,950
57
$427K 0.54%
4,000
+1,000
58
$427K 0.54%
13,500
59
$424K 0.53%
61,935
+4,800
60
$423K 0.53%
2,800
61
$408K 0.51%
5,000
62
$397K 0.5%
4,300
63
$394K 0.5%
32,000
64
$393K 0.49%
28,000
65
$390K 0.49%
3,800
66
$387K 0.49%
24,500
+3,000
67
$386K 0.49%
5,600
68
$386K 0.49%
3,000
69
$379K 0.48%
3,492
70
$369K 0.46%
+20,400
71
$365K 0.46%
+2,800
72
$356K 0.45%
5,100
73
$351K 0.44%
4,600
74
$322K 0.41%
6,100
75
$320K 0.4%
+18,714
1 2
3
4 5