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
$121M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$638K
2
+$595K
3
+$491K
4
MRCY icon
Mercury Systems
MRCY
+$483K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$480K

Top Sells

1
+$1.14M
2
+$786K
3
+$771K
4
AZO icon
AutoZone
AZO
+$681K
5
LITE icon
Lumentum
LITE
+$640K

Sector Composition

1 Healthcare 10.25%
2 Technology 9.47%
3 Industrials 8.97%
4 Financials 7.8%
5 Materials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.22%
6,300
102
$259K 0.21%
1,460
-175
103
$256K 0.21%
+7,500
104
$238K 0.2%
+17,300
105
$236K 0.19%
+7,300
106
$203K 0.17%
+1,100
107
– –
-325
108
– –
-6,565
109
– –
-10,050
110
– –
-3,150
111
– –
-2,095
112
– –
-6,050
113
– –
-1,250
114
– –
-4,600
115
– –
-3,000
116
– –
-1,350
117
– –
-42,200
118
– –
-3,000
1 2 3 4
5