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
$123M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.01M
3
+$667K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$639K
5
BAH icon
Booz Allen Hamilton
BAH
+$560K

Top Sells

1
+$618K
2
+$582K
3
+$526K
4
NTNX icon
Nutanix
NTNX
+$501K
5
HOUS icon
Anywhere Real Estate
HOUS
+$456K

Sector Composition

1 Healthcare 11%
2 Financials 9.33%
3 Technology 9.3%
4 Industrials 7.37%
5 Materials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$547K 0.44%
4,925
77
$545K 0.44%
5,860
-120
78
$540K 0.44%
34,000
+24,000
79
$532K 0.43%
6,700
+900
80
$513K 0.42%
27,000
81
$513K 0.42%
7,000
+3,600
82
$492K 0.4%
4,250
83
$483K 0.39%
+3,000
84
$482K 0.39%
+4,619
85
$472K 0.38%
12,900
+2,700
86
$444K 0.36%
7,000
87
$429K 0.35%
7,321
88
$419K 0.34%
42,200
89
$389K 0.32%
3,352
+340
90
$384K 0.31%
8,000
91
$355K 0.29%
2,000
92
$329K 0.27%
19,200
+1,930
93
$322K 0.26%
6,300
94
$321K 0.26%
1,350
95
$307K 0.25%
+4,600
96
$305K 0.25%
1,862
97
$297K 0.24%
+2,200
98
$290K 0.23%
625
99
$286K 0.23%
5,180
-356
100
$280K 0.23%
1,635
-75
1 2 3
4
5