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
$121M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$638K
2
+$595K
3
+$491K
4
MRCY icon
Mercury Systems
MRCY
+$483K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$480K

Top Sells

1
+$1.14M
2
+$786K
3
+$771K
4
AZO icon
AutoZone
AZO
+$681K
5
LITE icon
Lumentum
LITE
+$640K

Sector Composition

1 Healthcare 10.25%
2 Technology 9.47%
3 Industrials 8.97%
4 Financials 7.8%
5 Materials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$640K 0.53%
6,400
-4,000
52
$638K 0.53%
+55,800
53
$632K 0.52%
8,200
54
$630K 0.52%
11,700
55
$628K 0.52%
23,300
-3,700
56
$609K 0.5%
6,500
57
$604K 0.5%
10,685
58
$600K 0.5%
4,000
+500
59
$595K 0.49%
+2,900
60
$593K 0.49%
6,550
61
$590K 0.49%
13,230
-210
62
$575K 0.47%
12,675
+50
63
$569K 0.47%
14,900
+2,000
64
$560K 0.46%
24,352
65
$559K 0.46%
34,400
+4,800
66
$556K 0.46%
16,000
67
$556K 0.46%
4,619
68
$553K 0.46%
3,600
+1,600
69
$552K 0.46%
9,100
70
$549K 0.45%
8,900
+2,200
71
$548K 0.45%
17,400
72
$537K 0.44%
4,925
73
$532K 0.44%
10,550
74
$516K 0.43%
14,600
-7,500
75
$506K 0.42%
8,900
+1,900
1 2
3
4 5