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
$86.3M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$975K
3
+$620K
4
SFM icon
Sprouts Farmers Market
SFM
+$465K
5
MRVL icon
Marvell Technology
MRVL
+$421K

Top Sells

1
+$2.3M
2
+$1.28M
3
+$694K
4
CMP icon
Compass Minerals
CMP
+$605K
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$545K

Sector Composition

1 Financials 15.78%
2 Healthcare 14.31%
3 Industrials 11.29%
4 Technology 11.13%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$365K 0.42%
7,600
77
$357K 0.41%
22,200
+5,250
78
$353K 0.41%
1,900
79
$353K 0.41%
31,900
+5,000
80
$352K 0.41%
9,800
81
$343K 0.4%
9,500
82
$341K 0.4%
1,050
83
$333K 0.39%
8,000
84
$333K 0.39%
10,100
+2,000
85
$328K 0.38%
1,250
86
$303K 0.35%
3,150
87
$302K 0.35%
18,500
+4,000
88
$292K 0.34%
8,600
-8,000
89
$286K 0.33%
+4,650
90
$277K 0.32%
29,400
91
$268K 0.31%
10,700
92
$242K 0.28%
5,150
93
$242K 0.28%
17,270
94
$239K 0.28%
2,040
95
$232K 0.27%
3,000
96
$225K 0.26%
3,012
97
$214K 0.25%
8,000
-6,100
98
– –
-4,900
99
– –
-67,995
100
– –
-5,900
1 2 3
4
5