WCM

Washington Capital Management Portfolio holdings

AUM $135M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.57M
3
+$3.48M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.97M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.1M

Top Sells

1
+$1.04M
2
+$956K
3
+$922K
4
UNF icon
Unifirst Corp
UNF
+$657K
5
PWR icon
Quanta Services
PWR
+$611K

Sector Composition

1 Financials 10.96%
2 Healthcare 10.87%
3 Technology 9.85%
4 Industrials 6.37%
5 Materials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$459K 0.41%
+10,000
77
$456K 0.4%
26,000
78
$455K 0.4%
4,400
-1,200
79
$442K 0.39%
+6,100
80
$438K 0.39%
8,000
81
$434K 0.38%
+10,370
82
$430K 0.38%
+7,000
83
$429K 0.38%
+7,321
84
$424K 0.38%
+13,800
85
$418K 0.37%
2,500
86
$380K 0.34%
+6,300
87
$379K 0.34%
+2,400
88
$371K 0.33%
8,000
89
$357K 0.32%
2,650
90
$349K 0.31%
8,000
91
$314K 0.28%
+1,350
92
$312K 0.28%
1,862
93
$308K 0.27%
+2,000
94
$307K 0.27%
3,012
95
$291K 0.26%
17,270
96
$283K 0.25%
17,700
-17,600
97
$280K 0.25%
+10,152
98
$276K 0.24%
1,710
-15
99
$269K 0.24%
19,818
+1
100
$268K 0.24%
4,900
-4,900
2 3
4
5 6