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
$121M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$638K
2
+$595K
3
+$491K
4
MRCY icon
Mercury Systems
MRCY
+$483K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$480K

Top Sells

1
+$1.14M
2
+$786K
3
+$771K
4
AZO icon
AutoZone
AZO
+$681K
5
LITE icon
Lumentum
LITE
+$640K

Sector Composition

1 Healthcare 10.25%
2 Technology 9.47%
3 Industrials 8.97%
4 Financials 7.8%
5 Materials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$501K 0.41%
5,750
-110
77
$498K 0.41%
9,800
78
$483K 0.4%
+7,500
79
$480K 0.4%
+5,335
80
$476K 0.39%
+5,825
81
$472K 0.39%
+4,300
82
$452K 0.37%
38,000
+4,000
83
$436K 0.36%
+16,240
84
$435K 0.36%
19,200
85
$429K 0.35%
1,400
-1,800
86
$419K 0.35%
7,000
87
$419K 0.35%
10,000
88
$415K 0.34%
7,321
89
$407K 0.34%
+3,050
90
$388K 0.32%
8,000
91
$363K 0.3%
3,352
92
$363K 0.3%
+9,000
93
$360K 0.3%
3,200
+1,000
94
$348K 0.29%
1,862
95
$342K 0.28%
+23,900
96
$335K 0.28%
+13,600
97
$312K 0.26%
+4,000
98
$307K 0.25%
625
99
$303K 0.25%
+11,600
100
$271K 0.22%
4,980
-200
1 2 3
4
5