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
$123M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.01M
3
+$667K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$639K
5
BAH icon
Booz Allen Hamilton
BAH
+$560K

Top Sells

1
+$618K
2
+$582K
3
+$526K
4
NTNX icon
Nutanix
NTNX
+$501K
5
HOUS icon
Anywhere Real Estate
HOUS
+$456K

Sector Composition

1 Healthcare 11%
2 Financials 9.33%
3 Technology 9.3%
4 Industrials 7.37%
5 Materials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.2%
1,250
-1,250
102
– –
-15,978
103
– –
-2,400
104
– –
-8,800
105
– –
-26,000
106
– –
-2,650
107
– –
-7,000
108
– –
-13,300
109
– –
-4,900
110
– –
-8,000
111
– –
-19,818
112
– –
-7,300
113
– –
-17,700
114
– –
-4,400
1 2 3 4
5