WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.2M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$749K
3
+$437K
4
ANET icon
Arista Networks
ANET
+$423K
5
CIEN icon
Ciena
CIEN
+$397K

Top Sells

1
+$455K
2
+$410K
3
+$402K
4
XYL icon
Xylem
XYL
+$396K
5
ISRG icon
Intuitive Surgical
ISRG
+$381K

Sector Composition

1 Financials 24.25%
2 Industrials 14.31%
3 Healthcare 13.93%
4 Energy 9.14%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$150K 0.17%
12,383
102
– –
-1,500
103
– –
-16,780
104
– –
-2,300
105
– –
-3,000
106
– –
-5,400
107
– –
-13,100
108
– –
-5,500
109
– –
-10,258
110
– –
-8,000
111
– –
-3,753
1 2 3 4
5