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
$102M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.42M
3
+$2.35M
4
INGR icon
Ingredion
INGR
+$2.13M
5
UNH icon
UnitedHealth
UNH
+$890K

Top Sells

1
+$625K
2
+$590K
3
+$448K
4
SFM icon
Sprouts Farmers Market
SFM
+$374K
5
ROST icon
Ross Stores
ROST
+$332K

Sector Composition

1 Healthcare 12.14%
2 Industrials 10.86%
3 Financials 10.71%
4 Communication Services 9.39%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.41%
1,600
77
$412K 0.4%
3,000
78
$405K 0.4%
3,000
-1,000
79
$404K 0.4%
12,000
80
$386K 0.38%
16,000
81
$382K 0.37%
+5,500
82
$375K 0.37%
3,000
-2,000
83
$358K 0.35%
+10,800
84
$351K 0.34%
1,400
+500
85
$346K 0.34%
2,100
86
$300K 0.29%
1,250
87
$281K 0.28%
3,012
88
$267K 0.26%
1,500
89
$265K 0.26%
+2,900
90
$262K 0.26%
+11,900
91
$260K 0.25%
17,270
92
$243K 0.24%
3,600
93
$243K 0.24%
3,000
94
$232K 0.23%
+6,800
95
$226K 0.22%
15,000
96
$220K 0.22%
1,862
97
$220K 0.22%
5,100
+2,000
98
$219K 0.21%
8,250
99
– –
-1,850
100
– –
-30,000
1 2 3
4
5