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
$79.5M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.42M
3
+$1.24M
4
DGX icon
Quest Diagnostics
DGX
+$867K
5
DUK icon
Duke Energy
DUK
+$834K

Top Sells

1
+$3.25M
2
+$1.42M
3
+$1.41M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$832K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$706K

Sector Composition

1 Healthcare 11.74%
2 Technology 10.17%
3 Materials 9.5%
4 Consumer Staples 9.44%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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105
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-4,961
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107
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-12,300
108
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-7,240
109
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-4,650
110
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-22,975
111
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112
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-6,750
113
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-34,773
114
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-1,600
115
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-16,277
1 2 3 4
5