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
$109M
AUM Growth
-$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$496K
3
+$449K
4
SBAC icon
SBA Communications
SBAC
+$410K
5
KVUE icon
Kenvue
KVUE
+$397K

Top Sells

1
+$2.67M
2
+$1.31M
3
+$1.17M
4
AGI icon
Alamos Gold
AGI
+$633K
5
FTS icon
Fortis
FTS
+$603K

Sector Composition

1 Technology 11.46%
2 Healthcare 10.75%
3 Industrials 10.18%
4 Financials 7.13%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$575K 0.53%
6,500
52
$571K 0.53%
13,500
53
$571K 0.52%
8,500
-2,100
54
$555K 0.51%
+10,435
55
$555K 0.51%
7,400
-1,500
56
$554K 0.51%
6,275
57
$544K 0.5%
9,300
58
$540K 0.5%
2,150
59
$535K 0.49%
4,900
-1,000
60
$533K 0.49%
11,800
+2,300
61
$526K 0.48%
16,300
-7,100
62
$526K 0.48%
7,200
+800
63
$521K 0.48%
16,085
64
$517K 0.48%
11,300
+300
65
$513K 0.47%
22,800
66
$509K 0.47%
4,600
67
$506K 0.46%
3,250
68
$503K 0.46%
8,800
+1,100
69
$500K 0.46%
4,850
-1,100
70
$496K 0.46%
12,000
71
$496K 0.46%
+6,100
72
$494K 0.45%
10,450
73
$488K 0.45%
5,050
74
$485K 0.45%
5,600
75
$479K 0.44%
1,200
+200
1 2
3
4 5