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
$102M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.42M
3
+$2.35M
4
INGR icon
Ingredion
INGR
+$2.13M
5
UNH icon
UnitedHealth
UNH
+$890K

Top Sells

1
+$625K
2
+$590K
3
+$448K
4
SFM icon
Sprouts Farmers Market
SFM
+$374K
5
ROST icon
Ross Stores
ROST
+$332K

Sector Composition

1 Healthcare 12.14%
2 Industrials 10.86%
3 Financials 10.71%
4 Communication Services 9.39%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,350
102
– –
-19,800
103
– –
-11,900
104
– –
-2,550
1 2 3 4
5