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
$112M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$539K
3
+$513K
4
RPD icon
Rapid7
RPD
+$505K
5
SCI icon
Service Corp International
SCI
+$461K

Top Sells

1
+$580K
2
+$503K
3
+$499K
4
PSTG icon
Pure Storage
PSTG
+$498K
5
ROK icon
Rockwell Automation
ROK
+$489K

Sector Composition

1 Healthcare 9.95%
2 Technology 9.73%
3 Industrials 9.42%
4 Financials 5.78%
5 Materials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$583K 0.52%
10,000
52
$578K 0.51%
11,000
+1,400
53
$575K 0.51%
5,630
54
$573K 0.51%
10,600
55
$571K 0.51%
29,000
+13,500
56
$570K 0.51%
6,400
57
$570K 0.51%
8,400
58
$569K 0.51%
6,600
59
$561K 0.5%
8,900
60
$547K 0.49%
5,900
61
$546K 0.49%
1,000
-250
62
$545K 0.49%
2,032
63
$543K 0.48%
4,400
-1,000
64
$539K 0.48%
+2,735
65
$537K 0.48%
5,600
66
$529K 0.47%
3,000
67
$526K 0.47%
2,200
68
$525K 0.47%
15,000
-2,100
69
$523K 0.47%
3,870
+600
70
$523K 0.47%
2,665
+350
71
$513K 0.46%
+7,700
72
$510K 0.45%
3,500
73
$506K 0.45%
5,000
74
$505K 0.45%
2,400
+300
75
$505K 0.45%
+11,000
1 2
3
4 5