WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$518K
3
+$490K
4
NGVT icon
Ingevity
NGVT
+$393K
5
GEF icon
Greif
GEF
+$365K

Top Sells

1
+$1.93M
2
+$1.28M
3
+$1.24M
4
KR icon
Kroger
KR
+$1.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$714K

Sector Composition

1 Healthcare 12.61%
2 Technology 12.06%
3 Industrials 10.21%
4 Financials 8.37%
5 Materials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$490K 0.46%
18,020
+720
77
$457K 0.42%
15,100
+4,500
78
$456K 0.42%
325
-325
79
$449K 0.42%
9,800
-2,900
80
$446K 0.41%
16,800
-4,100
81
$393K 0.37%
+5,199
82
$391K 0.36%
6,300
83
$365K 0.34%
+6,400
84
$361K 0.34%
+2,500
85
$359K 0.33%
+6,200
86
$347K 0.32%
16,100
87
$336K 0.31%
11,400
88
$323K 0.3%
+26,500
89
$320K 0.3%
+8,600
90
$319K 0.3%
2,575
-1,225
91
$314K 0.29%
7,000
-7,000
92
$313K 0.29%
8,000
93
$291K 0.27%
+20,100
94
$288K 0.27%
6,904
95
$284K 0.26%
1,725
96
$283K 0.26%
+3,977
97
$277K 0.26%
3,012
98
$277K 0.26%
+19,818
99
$269K 0.25%
6,024
+972
100
$263K 0.24%
1,862
1 2 3
4
5