WCM

Washington Capital Management Portfolio holdings

AUM $135M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.57M
3
+$3.48M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.97M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.1M

Top Sells

1
+$1.04M
2
+$956K
3
+$922K
4
UNF icon
Unifirst Corp
UNF
+$657K
5
PWR icon
Quanta Services
PWR
+$611K

Sector Composition

1 Financials 10.96%
2 Healthcare 10.87%
3 Technology 9.85%
4 Industrials 6.37%
5 Materials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.23%
5,536
-488
102
$254K 0.22%
+2,650
103
$247K 0.22%
7,300
-7,300
104
$233K 0.21%
625
105
$228K 0.2%
3,400
-3,400
106
$175K 0.15%
+10,000
107
– –
-17,240
108
– –
-7,200
109
– –
-3,500
110
– –
-26,500
111
– –
-4,500
112
– –
-17,100
113
– –
-11,400
114
– –
-34,500
115
– –
-6,000
116
– –
-6,700
117
– –
-4,870
118
– –
-6,750
119
– –
-34,900
120
– –
-8,600
121
– –
-2,300
122
– –
-1,600
123
– –
-2,800
124
– –
-15,100
125
– –
-2,700
2 3 4
5
6