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
$99.3M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$910K
2
+$871K
3
+$777K
4
VTV icon
Vanguard Value ETF
VTV
+$773K
5
FCN icon
FTI Consulting
FCN
+$514K

Top Sells

1
+$1.63M
2
+$871K
3
+$618K
4
OMC icon
Omnicom Group
OMC
+$528K
5
LW icon
Lamb Weston
LW
+$500K

Sector Composition

1 Industrials 11.13%
2 Healthcare 11.13%
3 Technology 9.09%
4 Financials 7.19%
5 Materials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.25%
+1,600
102
$239K 0.24%
1,460
103
$238K 0.24%
15,000
-54,855
104
$234K 0.24%
2,716
-1,284
105
$112K 0.11%
+18,420
106
– –
-1,900
107
– –
-16,000
108
– –
-8,600
109
– –
-38,000
110
– –
-19,700
111
– –
-7,000
112
– –
-9,600
113
– –
-6,300
114
– –
-8,300
115
– –
-38,000
116
– –
-4,000
117
– –
-24,352
1 2 3 4
5