WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$686K
3
+$601K
4
CAH icon
Cardinal Health
CAH
+$599K
5
MDB icon
MongoDB
MDB
+$491K

Top Sells

1
+$965K
2
+$649K
3
+$584K
4
CNM icon
Core & Main
CNM
+$524K
5
ITT icon
ITT
ITT
+$517K

Sector Composition

1 Healthcare 10.47%
2 Technology 10.31%
3 Financials 8.01%
4 Industrials 7.33%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$652K 0.53%
7,300
52
$645K 0.52%
7,500
-1,000
53
$627K 0.51%
9,200
54
$621K 0.5%
4,200
+700
55
$609K 0.49%
1,850
+700
56
$608K 0.49%
1,800
57
$601K 0.48%
4,930
58
$601K 0.48%
+7,500
59
$601K 0.48%
3,160
60
$599K 0.48%
+4,350
61
$588K 0.47%
3,700
+2,200
62
$582K 0.47%
7,500
+1,200
63
$577K 0.47%
5,710
-15
64
$564K 0.46%
12,300
+6,100
65
$561K 0.45%
6,200
66
$560K 0.45%
17,500
-3,500
67
$556K 0.45%
2,100
+400
68
$552K 0.45%
12,100
+2,100
69
$543K 0.44%
18,800
-7,200
70
$530K 0.43%
34,000
71
$527K 0.42%
39,400
+7,700
72
$525K 0.42%
5,000
73
$511K 0.41%
3,195
74
$499K 0.4%
8,000
75
$494K 0.4%
12,000
1 2
3
4 5