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
$88M
AUM Growth
-$326K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.12M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$644K
5
UNF icon
Unifirst Corp
UNF
+$528K

Top Sells

1
+$2.33M
2
+$2.02M
3
+$1.45M
4
SLB icon
SLB Ltd
SLB
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.18M

Sector Composition

1 Healthcare 13%
2 Financials 12.45%
3 Industrials 11.92%
4 Communication Services 9.61%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,300
102
– –
-29,320
103
– –
-4,000
104
– –
-71,440
105
– –
-7,600
106
– –
-38,900
107
– –
-1,700
108
– –
-126,460
1 2 3 4
5