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
$113M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.57M
3
+$3.48M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.97M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.1M

Top Sells

1
+$1.04M
2
+$956K
3
+$922K
4
UNF icon
Unifirst Corp
UNF
+$657K
5
PWR icon
Quanta Services
PWR
+$611K

Sector Composition

1 Financials 10.96%
2 Healthcare 10.87%
3 Technology 9.85%
4 Industrials 6.37%
5 Materials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.52%
7,000
52
$580K 0.51%
+29,600
53
$575K 0.51%
11,200
54
$556K 0.49%
22,100
-500
55
$552K 0.49%
325
56
$548K 0.48%
9,176
57
$541K 0.48%
2,650
58
$540K 0.48%
5,550
59
$540K 0.48%
10,550
-3,100
60
$530K 0.47%
4,300
+900
61
$528K 0.47%
3,500
62
$526K 0.47%
15,978
63
$524K 0.46%
+11,150
64
$524K 0.46%
+17,700
65
$522K 0.46%
+9,700
66
$515K 0.46%
24,000
-6,400
67
$508K 0.45%
42,200
+6,200
68
$507K 0.45%
5,980
69
$507K 0.45%
2,095
70
$505K 0.45%
6,050
71
$502K 0.44%
+14,202
72
$501K 0.44%
13,300
73
$500K 0.44%
10,200
+4,800
74
$465K 0.41%
4,925
+1,025
75
$465K 0.41%
+5,800
1 2
3
4 5