WCM

Washington Capital Management Portfolio holdings

AUM $123M
1-Year Est. Return 22.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.57M
3
+$1.44M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.4M
5
HAL icon
Halliburton
HAL
+$1.2M

Top Sells

1
+$1.42M
2
+$603K
3
+$422K
4
LMT icon
Lockheed Martin
LMT
+$413K
5
RMD icon
ResMed
RMD
+$405K

Sector Composition

1 Healthcare 11.6%
2 Financials 10.39%
3 Industrials 9.12%
4 Consumer Staples 8.93%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$164K 0.14%
5,100
102
– –
-12,000
103
– –
-7,800
104
– –
-3,000
105
– –
-15,000
106
– –
-1,500
107
– –
-28,300
108
– –
-20,565
1 2 3 4
5