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
$99.3M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$910K
2
+$871K
3
+$777K
4
VTV icon
Vanguard Value ETF
VTV
+$773K
5
FCN icon
FTI Consulting
FCN
+$514K

Top Sells

1
+$1.63M
2
+$871K
3
+$618K
4
OMC icon
Omnicom Group
OMC
+$528K
5
LW icon
Lamb Weston
LW
+$500K

Sector Composition

1 Industrials 11.13%
2 Healthcare 11.13%
3 Technology 9.09%
4 Financials 7.19%
5 Materials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$437K 0.44%
2,900
77
$421K 0.42%
5,600
78
$421K 0.42%
4,200
-1,000
79
$409K 0.41%
12,700
80
$404K 0.41%
2,032
+332
81
$396K 0.4%
35,500
+6,500
82
$395K 0.4%
19,200
83
$394K 0.4%
17,100
+3,200
84
$394K 0.4%
+3,270
85
$393K 0.4%
+53,100
86
$385K 0.39%
+3,400
87
$380K 0.38%
4,600
88
$375K 0.38%
+6,600
89
$375K 0.38%
10,000
90
$370K 0.37%
5,200
-22,920
91
$343K 0.35%
+15,500
92
$330K 0.33%
+15,800
93
$329K 0.33%
4,319
-4,300
94
$322K 0.32%
8,000
95
$319K 0.32%
7,321
96
$284K 0.29%
625
97
$280K 0.28%
+4,700
98
$274K 0.28%
+6,700
99
$269K 0.27%
3,352
100
$251K 0.25%
1,862
1 2 3
4
5