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
$116M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.72M
3
+$1.49M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.45M
5
HAL icon
Halliburton
HAL
+$1.4M

Top Sells

1
+$1.42M
2
+$603K
3
+$422K
4
LMT icon
Lockheed Martin
LMT
+$419K
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
– –
-1,500
103
– –
-28,300
104
– –
-20,565
105
– –
-12,000
106
– –
-7,800
107
– –
-3,000
108
– –
-15,000
1 2 3 4
5