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
$130M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.12M
3
+$1.11M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$881K
5
CTRA icon
Coterra Energy
CTRA
+$611K

Top Sells

1
+$712K
2
+$653K
3
+$626K
4
ALK icon
Alaska Air
ALK
+$598K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$596K

Sector Composition

1 Technology 11.3%
2 Industrials 8.88%
3 Healthcare 8.69%
4 Financials 7.65%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$512K 0.4%
5,500
+1,000
77
$505K 0.39%
5,300
78
$496K 0.38%
5,700
+2,200
79
$495K 0.38%
+2,200
80
$483K 0.37%
+6,500
81
$477K 0.37%
34,800
+22,300
82
$474K 0.37%
4,900
-2,200
83
$464K 0.36%
23,300
84
$461K 0.36%
2,085
-2,700
85
$455K 0.35%
+8,200
86
$451K 0.35%
11,875
-1,210
87
$444K 0.34%
+21,800
88
$428K 0.33%
10,000
89
$426K 0.33%
2,500
90
$425K 0.33%
6,785
91
$421K 0.32%
+14,500
92
$418K 0.32%
7,300
-3,500
93
$391K 0.3%
22,300
+4,400
94
$380K 0.29%
+1,400
95
$377K 0.29%
+32,500
96
$356K 0.27%
+5,400
97
$346K 0.27%
+7,800
98
$335K 0.26%
9,900
-15,200
99
$329K 0.25%
1,000
-700
100
$325K 0.25%
625
1 2 3
4
5