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
$123M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.01M
3
+$667K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$639K
5
BAH icon
Booz Allen Hamilton
BAH
+$560K

Top Sells

1
+$618K
2
+$582K
3
+$526K
4
NTNX icon
Nutanix
NTNX
+$501K
5
HOUS icon
Anywhere Real Estate
HOUS
+$456K

Sector Composition

1 Healthcare 11%
2 Financials 9.33%
3 Technology 9.3%
4 Industrials 7.37%
5 Materials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$681K 0.55%
325
52
$667K 0.54%
+16,600
53
$650K 0.53%
10,620
-300
54
$645K 0.52%
2,650
55
$643K 0.52%
10,550
56
$640K 0.52%
6,050
57
$638K 0.52%
6,550
+3,900
58
$634K 0.51%
7,250
+1,700
59
$626K 0.51%
29,600
60
$617K 0.5%
17,700
61
$610K 0.49%
3,500
62
$608K 0.49%
8,300
+2,200
63
$607K 0.49%
24,352
+14,200
64
$605K 0.49%
9,800
+1,800
65
$604K 0.49%
17,400
+3,600
66
$597K 0.48%
12,625
+1,475
67
$584K 0.47%
13,440
+3,070
68
$575K 0.47%
3,000
-1,300
69
$575K 0.47%
16,000
-8,000
70
$572K 0.46%
10,000
71
$566K 0.46%
2,095
72
$560K 0.45%
11,700
+2,000
73
$560K 0.45%
+6,600
74
$555K 0.45%
10,685
+1,509
75
$554K 0.45%
6,500
1 2
3
4 5