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
$99.3M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$910K
2
+$871K
3
+$777K
4
VTV icon
Vanguard Value ETF
VTV
+$773K
5
FCN icon
FTI Consulting
FCN
+$514K

Top Sells

1
+$1.63M
2
+$871K
3
+$618K
4
OMC icon
Omnicom Group
OMC
+$528K
5
LW icon
Lamb Weston
LW
+$500K

Sector Composition

1 Industrials 11.13%
2 Healthcare 11.13%
3 Technology 9.09%
4 Financials 7.19%
5 Materials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.54%
13,995
+7,995
52
$530K 0.53%
20,300
53
$526K 0.53%
13,000
+2,000
54
$516K 0.52%
2,400
55
$515K 0.52%
8,400
+4,500
56
$514K 0.52%
+3,100
57
$511K 0.51%
19,810
+1,650
58
$509K 0.51%
18,600
59
$508K 0.51%
7,550
+1,000
60
$505K 0.51%
3,000
61
$504K 0.51%
2,100
62
$501K 0.51%
+1,250
63
$499K 0.5%
+7,100
64
$497K 0.5%
14,475
65
$494K 0.5%
12,500
66
$487K 0.49%
7,100
+1,800
67
$481K 0.48%
2,315
68
$479K 0.48%
10,600
-85
69
$475K 0.48%
+8,200
70
$471K 0.47%
+5,885
71
$457K 0.46%
6,400
+1,200
72
$455K 0.46%
5,400
73
$441K 0.44%
2,650
74
$440K 0.44%
7,240
75
$440K 0.44%
11,800
1 2
3
4 5