WCM

Washington Capital Management Portfolio holdings

AUM $118M
1-Year Est. Return 24.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.6M
AUM Growth
-$268K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$561K
3
+$502K
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$446K
5
WWW icon
Wolverine World Wide
WWW
+$428K

Top Sells

1
+$618K
2
+$614K
3
+$610K
4
BWA icon
BorgWarner
BWA
+$511K
5
HCSG icon
Healthcare Services Group
HCSG
+$422K

Sector Composition

1 Financials 23.95%
2 Industrials 11.46%
3 Healthcare 11.3%
4 Technology 9.13%
5 Energy 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.21%
10,388
102
– –
-24,000
103
– –
-5,500
104
– –
-15,100
105
– –
-3,500
106
– –
-2,420
107
– –
-4,000
108
– –
-10,000
109
– –
-8,000
110
– –
-11,360
1 2 3 4
5