WCM
Washington Capital Management Portfolio holdings
AUM
$135M
This Quarter Return
+24.96%
1 Year Return
+15.19%
3 Year Return
+51.39%
5 Year Return
+100.69%
10 Year Return
+263.94%
AUM
$89.9M
AUM Growth
+$89.9M
(+13%)
Cap. Flow
-$6.28M
Cap. Flow
% of AUM
-6.98%
Top 10 Holdings %
Top 10 Hldgs %
41.16%
Holding
101
New
10
Increased
7
Reduced
31
Closed
7
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$840K |
| 2 |
Sealed Air
SEE
|
$562K |
| 3 |
Quanta Services
PWR
|
$530K |
| 4 |
Constellation Brands
STZ
|
$490K |
| 5 |
General Dynamics
GD
|
$478K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.57M |
| 2 |
Tyler Technologies
TYL
|
$593K |
| 3 |
Truist Financial
TFC
|
$551K |
| 4 |
Target
TGT
|
$450K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$416K |
Sector Composition
| 1 | Technology | 10.67% |
| 2 | Materials | 10.58% |
| 3 | Healthcare | 10.11% |
| 4 | Industrials | 9.93% |
| 5 | Consumer Staples | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Tyler Technologies
TYL
$24.4B
| – | – | -2,000 | Closed | -$593K |
|