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
$130M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.12M
3
+$1.11M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$881K
5
CTRA icon
Coterra Energy
CTRA
+$611K

Top Sells

1
+$712K
2
+$653K
3
+$626K
4
ALK icon
Alaska Air
ALK
+$598K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$596K

Sector Composition

1 Technology 11.3%
2 Industrials 8.88%
3 Healthcare 8.69%
4 Financials 7.65%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$646K 0.5%
7,930
52
$639K 0.49%
9,800
53
$636K 0.49%
3,900
-1,000
54
$635K 0.49%
3,900
55
$627K 0.48%
9,000
+4,100
56
$621K 0.48%
9,800
-2,000
57
$613K 0.47%
8,500
58
$611K 0.47%
+25,500
59
$610K 0.47%
28,000
+11,500
60
$609K 0.47%
17,200
61
$608K 0.47%
5,275
62
$603K 0.47%
3,500
+1,100
63
$602K 0.46%
9,400
+5,600
64
$599K 0.46%
3,900
65
$588K 0.45%
5,100
+1,800
66
$584K 0.45%
10,000
67
$563K 0.43%
5,700
+100
68
$563K 0.43%
7,200
69
$551K 0.42%
3,195
70
$548K 0.42%
+4,900
71
$534K 0.41%
31,700
+7,700
72
$533K 0.41%
9,400
-2,000
73
$530K 0.41%
1,800
74
$526K 0.41%
5,000
75
$513K 0.4%
12,000
1 2
3
4 5