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
$81.2M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.31M
3
+$688K
4
APA icon
APA Corp
APA
+$620K
5
KLXI
KLX Inc.
KLXI
+$510K

Top Sells

1
+$2.31M
2
+$695K
3
+$509K
4
PVH icon
PVH
PVH
+$453K
5
EFX icon
Equifax
EFX
+$444K

Sector Composition

1 Financials 26.83%
2 Industrials 16.01%
3 Healthcare 13.33%
4 Energy 9.7%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.42%
+7,268
77
$341K 0.42%
+8,100
78
$298K 0.37%
10,258
79
$296K 0.36%
7,000
-3,600
80
$294K 0.36%
5,000
-2,800
81
$286K 0.35%
+13,700
82
$281K 0.35%
+5,400
83
$281K 0.35%
4,800
-2,900
84
$273K 0.34%
2,300
-1,200
85
$272K 0.34%
5,578
86
$265K 0.33%
6,000
-5,380
87
$261K 0.32%
2,400
88
$257K 0.32%
1,800
-1,000
89
$254K 0.31%
5,500
-5,000
90
$251K 0.31%
+1,747
91
$251K 0.31%
+2,180
92
$244K 0.3%
+2,525
93
$234K 0.29%
3,000
-2,900
94
$225K 0.28%
2,000
-1,300
95
$206K 0.25%
3,000
-2,800
96
$203K 0.25%
+8,648
97
$136K 0.17%
+12,383
98
– –
-3,300
99
– –
-67,040
100
– –
-2,878
1 2 3
4
5