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
$88M
AUM Growth
-$326K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.12M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$644K
5
UNF icon
Unifirst Corp
UNF
+$528K

Top Sells

1
+$2.33M
2
+$2.02M
3
+$1.45M
4
SLB icon
SLB Ltd
SLB
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.18M

Sector Composition

1 Healthcare 13%
2 Financials 12.45%
3 Industrials 11.92%
4 Communication Services 9.61%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.4%
1,250
77
$352K 0.4%
2,800
78
$349K 0.4%
8,250
+2,350
79
$344K 0.39%
2,100
80
$332K 0.38%
3,350
-2,300
81
$327K 0.37%
1,850
82
$317K 0.36%
3,100
83
$312K 0.35%
19,200
84
$312K 0.35%
900
85
$308K 0.35%
+3,600
86
$299K 0.34%
28,300
+5,000
87
$281K 0.32%
3,000
88
$270K 0.31%
17,270
89
$263K 0.3%
3,012
90
$230K 0.26%
+1,862
91
$230K 0.26%
+15,000
92
$208K 0.24%
8,000
93
$203K 0.23%
8,250
94
– –
-22,900
95
– –
-6,700
96
– –
-9,500
97
– –
-10,100
98
– –
-20,793
99
– –
-16,000
100
– –
-21,910
1 2 3
4
5