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
$94.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.57M
3
+$865K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$637K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$518K

Top Sells

1
+$2.19M
2
+$1.43M
3
+$539K
4
FICO icon
Fair Isaac
FICO
+$418K
5
SNV icon
Synovus
SNV
+$398K

Sector Composition

1 Financials 23.86%
2 Industrials 14.34%
3 Healthcare 12.14%
4 Communication Services 8%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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105
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108
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110
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-40,271
111
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-3,000
112
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-5,000
1 2 3 4
5