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
$86.3M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$975K
3
+$620K
4
SFM icon
Sprouts Farmers Market
SFM
+$465K
5
MRVL icon
Marvell Technology
MRVL
+$421K

Top Sells

1
+$2.3M
2
+$1.28M
3
+$694K
4
CMP icon
Compass Minerals
CMP
+$605K
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$545K

Sector Composition

1 Financials 15.78%
2 Healthcare 14.31%
3 Industrials 11.29%
4 Technology 11.13%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,000
102
– –
-9,977
103
– –
-6,600
104
– –
-7,956
105
– –
-12,825
106
– –
-2,784
107
– –
-19,238
108
– –
-9,600
109
– –
-10,388
110
– –
-1,439
111
– –
-8,500
1 2 3 4
5