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
$240M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.28M
3
+$2.17M
4
TCBI icon
Texas Capital Bancshares
TCBI
+$1.95M
5
HEI icon
HEICO Corp
HEI
+$1.93M

Top Sells

1
+$3M
2
+$2.67M
3
+$2.41M
4
IPGP icon
IPG Photonics
IPGP
+$2.3M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$2.23M

Sector Composition

1 Financials 15.2%
2 Industrials 14.43%
3 Technology 14.27%
4 Healthcare 12.18%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$492K 0.21%
13,560
102
$476K 0.2%
1,161
103
$473K 0.2%
2,827
104
$470K 0.2%
23,980
105
$455K 0.19%
3,438
106
$452K 0.19%
13,178
107
$443K 0.18%
20,000
108
$429K 0.18%
5,000
+1,950
109
$422K 0.18%
2,282
110
$391K 0.16%
2,722
111
$389K 0.16%
7,293
112
$381K 0.16%
1,681
+38
113
$377K 0.16%
7,154
114
$371K 0.15%
5,611
115
$368K 0.15%
6,381
116
$365K 0.15%
2,816
117
$362K 0.15%
26,450
118
$357K 0.15%
3,414
119
$356K 0.15%
1,396
120
$347K 0.14%
2,716
121
$342K 0.14%
9,246
122
$333K 0.14%
4,398
123
$324K 0.14%
4,127
124
$313K 0.13%
3,462
-576
125
$308K 0.13%
4,803
3 4
5
6 7