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
$97.5M
AUM Growth
+$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.04M
3
+$534K
4
ACIW icon
ACI Worldwide
ACIW
+$533K
5
PD icon
PagerDuty
PD
+$531K

Top Sells

1
+$719K
2
+$712K
3
+$581K
4
BWXT icon
BWX Technologies
BWXT
+$561K
5
WDAY icon
Workday
WDAY
+$525K

Sector Composition

1 Industrials 10.99%
2 Healthcare 10.86%
3 Materials 9.43%
4 Technology 9.08%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.6%
3,300
52
$581K 0.6%
5,500
+1,150
53
$580K 0.6%
5,250
54
$578K 0.59%
11,187
55
$576K 0.59%
26,998
+6,304
56
$563K 0.58%
3,315
57
$552K 0.57%
13,500
58
$549K 0.56%
9,408
59
$534K 0.55%
+14,900
60
$533K 0.55%
+20,400
61
$531K 0.54%
+19,600
62
$531K 0.54%
2,800
63
$530K 0.54%
2,800
64
$528K 0.54%
5,000
65
$527K 0.54%
7,950
66
$524K 0.54%
13,200
67
$519K 0.53%
+5,400
68
$517K 0.53%
+5,000
69
$497K 0.51%
25,800
+5,400
70
$491K 0.5%
4,000
71
$489K 0.5%
2,600
-1,800
72
$483K 0.5%
11,000
73
$480K 0.49%
6,000
+1,400
74
$478K 0.49%
+32,900
75
$478K 0.49%
6,800
1 2
3
4 5