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
$118M
AUM Growth
+$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$644K
3
+$569K
4
LITE icon
Lumentum
LITE
+$539K
5
GEHC icon
GE HealthCare
GEHC
+$496K

Top Sells

1
+$1.78M
2
+$1.31M
3
+$1.07M
4
OKTA icon
Okta
OKTA
+$569K
5
IPGP icon
IPG Photonics
IPGP
+$543K

Sector Composition

1 Technology 11.24%
2 Healthcare 11.07%
3 Industrials 9.9%
4 Financials 6.2%
5 Energy 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.51%
5,600
52
$603K 0.51%
13,995
53
$598K 0.51%
16,085
-1,320
54
$594K 0.51%
5,600
55
$592K 0.5%
2,032
56
$592K 0.5%
9,300
+1,600
57
$576K 0.49%
8,400
58
$569K 0.48%
+8,440
59
$566K 0.48%
6,700
-1,500
60
$565K 0.48%
10,450
+6,350
61
$563K 0.48%
6,500
62
$563K 0.48%
6,275
63
$562K 0.48%
20,300
-8,700
64
$559K 0.48%
15,500
65
$546K 0.46%
4,600
+1,700
66
$542K 0.46%
5,750
+750
67
$539K 0.46%
+9,500
68
$536K 0.46%
13,500
+5,100
69
$530K 0.45%
6,400
70
$529K 0.45%
2,150
+1,050
71
$518K 0.44%
5,000
72
$517K 0.44%
2,900
73
$513K 0.44%
22,800
+7,800
74
$512K 0.44%
3,500
75
$508K 0.43%
3,870
1 2
3
4 5