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
$89.9M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$840K
2
+$562K
3
+$530K
4
STZ icon
Constellation Brands
STZ
+$490K
5
GD icon
General Dynamics
GD
+$478K

Top Sells

1
+$2.57M
2
+$593K
3
+$551K
4
TGT icon
Target
TGT
+$450K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$416K

Sector Composition

1 Technology 10.67%
2 Materials 10.58%
3 Healthcare 10.11%
4 Industrials 9.93%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$562K 0.63%
3,315
52
$562K 0.63%
+17,100
53
$561K 0.62%
9,900
54
$558K 0.62%
4,000
55
$551K 0.61%
11,187
56
$538K 0.6%
13,500
57
$530K 0.59%
+13,500
58
$525K 0.58%
2,800
59
$524K 0.58%
7,950
60
$521K 0.58%
20,400
61
$516K 0.57%
3,700
62
$506K 0.56%
3,300
63
$504K 0.56%
38,400
64
$503K 0.56%
10,795
-3,850
65
$501K 0.56%
2,800
66
$490K 0.55%
+2,800
67
$487K 0.54%
5,000
68
$487K 0.54%
11,000
+3,500
69
$483K 0.54%
4,350
70
$478K 0.53%
+3,200
71
$466K 0.52%
21,000
+6,100
72
$466K 0.52%
3,800
73
$447K 0.5%
2,600
74
$444K 0.49%
20,400
75
$434K 0.48%
21,017
+2,303
1 2
3
4 5