WCM
Washington Capital Management Portfolio holdings
AUM
$135M
1-Year Return
15.19%
This Quarter Return
+2.72%
1 Year Return
+15.19%
3 Year Return
+51.39%
5 Year Return
+100.69%
10 Year Return
+263.94%
AUM
$97.3M
AUM Growth
-$2.36M
(-2.4%)
Cap. Flow
-$4.13M
Cap. Flow
% of AUM
-4.24%
Top 10 Holdings %
Top 10 Hldgs %
32.92%
Holding
110
New
9
Increased
12
Reduced
17
Closed
9
Top Buys
| 1 |
Viatris
VTRS
|
$1.56M |
| 2 |
Oracle
ORCL
|
$1.03M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$975K |
| 4 |
LLL
L3 Technologies, Inc.
LLL
|
$490K |
| 5 |
AutoZone
AZO
|
$436K |
Top Sells
| 1 |
Bank of America
BAC
|
$1.94M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.44M |
| 3 |
OA
Orbital ATK, Inc.
OA
|
$1.39M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.34M |
| 5 |
Unum
UNM
|
$1.15M |
Sector Composition
| 1 | Financials | 19.63% |
| 2 | Healthcare | 12.93% |
| 3 | Industrials | 12.07% |
| 4 | Technology | 10.71% |
| 5 | Energy | 8.1% |
