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
$109M
AUM Growth
-$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$555K
2 +$496K
3 +$449K
4
SBAC icon
SBA Communications
SBAC
+$410K
5
KVUE icon
Kenvue
KVUE
+$397K

Top Sells

1 +$2.67M
2 +$1.31M
3 +$1.17M
4
AGI icon
Alamos Gold
AGI
+$633K
5
FTS icon
Fortis
FTS
+$603K

Sector Composition

1 Technology 11.46%
2 Healthcare 10.75%
3 Industrials 10.18%
4 Financials 7.13%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$467K 0.43%
2,745
77
$455K 0.42%
2,550
78
$452K 0.42%
7,000
+4,000
79
$452K 0.42%
4,900
80
$449K 0.41%
+10,930
81
$441K 0.41%
10,900
+2,200
82
$432K 0.4%
19,200
83
$428K 0.39%
23,300
84
$424K 0.39%
16,700
-3,600
85
$410K 0.38%
+2,050
86
$397K 0.36%
+19,759
87
$395K 0.36%
+1,850
88
$387K 0.36%
1,850
89
$370K 0.34%
24,654
-1,097
90
$364K 0.33%
+33,850
91
$345K 0.32%
+9,300
92
$345K 0.32%
1,950
93
$343K 0.32%
12,000
94
$336K 0.31%
4,500
-2,200
95
$334K 0.31%
2,100
-650
96
$333K 0.31%
1,700
97
$325K 0.3%
+2,200
98
$272K 0.25%
625
99
$254K 0.23%
3,352
100
$253K 0.23%
10,000