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
$94.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.57M
3
+$865K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$637K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$518K

Top Sells

1
+$2.19M
2
+$1.43M
3
+$539K
4
FICO icon
Fair Isaac
FICO
+$418K
5
SNV icon
Synovus
SNV
+$398K

Sector Composition

1 Financials 23.86%
2 Industrials 14.34%
3 Healthcare 12.14%
4 Communication Services 8%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$394K 0.42%
55,000
77
$378K 0.4%
4,000
78
$369K 0.39%
16,800
79
$366K 0.39%
+9,800
80
$350K 0.37%
10,000
-4,800
81
$338K 0.36%
19,300
82
$337K 0.36%
2,000
83
$333K 0.35%
4,000
84
$332K 0.35%
1,747
85
$321K 0.34%
8,300
+2,000
86
$308K 0.33%
5,000
87
$291K 0.31%
6,000
88
$284K 0.3%
7,000
89
$283K 0.3%
2,180
90
$279K 0.3%
1,439
91
$273K 0.29%
5,150
92
$269K 0.29%
2,369
93
$265K 0.28%
10,388
-1
94
$259K 0.28%
2,525
95
$257K 0.27%
17,270
96
$257K 0.27%
3,215
97
$250K 0.27%
3,000
98
$215K 0.23%
2,784
99
$142K 0.15%
12,383
100
– –
-6,200
1 2 3
4
5