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
$116M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.72M
3
+$1.49M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.45M
5
HAL icon
Halliburton
HAL
+$1.4M

Top Sells

1
+$1.42M
2
+$603K
3
+$422K
4
LMT icon
Lockheed Martin
LMT
+$419K
5
RMD icon
ResMed
RMD
+$405K

Sector Composition

1 Healthcare 11.6%
2 Financials 10.39%
3 Industrials 9.12%
4 Consumer Staples 8.93%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$441K 0.38%
19,400
77
$441K 0.38%
4,600
78
$433K 0.37%
16,000
79
$426K 0.37%
2,100
80
$424K 0.36%
+6,750
81
$419K 0.36%
3,000
82
$418K 0.36%
3,000
83
$378K 0.33%
1,250
84
$366K 0.31%
28,800
85
$360K 0.31%
16,800
+4,900
86
$354K 0.3%
1,400
87
$350K 0.3%
4,050
+1,150
88
$345K 0.3%
+2,850
89
$342K 0.29%
3,000
90
$327K 0.28%
6,100
-3,700
91
$291K 0.25%
7,240
+440
92
$280K 0.24%
17,270
93
$279K 0.24%
3,012
94
$278K 0.24%
+14,900
95
$256K 0.22%
3,000
96
$252K 0.22%
+1,800
97
$251K 0.22%
+4,000
98
$241K 0.21%
8,250
99
$232K 0.2%
1,862
100
$200K 0.17%
+4,961
1 2 3
4
5