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
$112M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$539K
3
+$513K
4
RPD icon
Rapid7
RPD
+$505K
5
SCI icon
Service Corp International
SCI
+$461K

Top Sells

1
+$580K
2
+$503K
3
+$499K
4
PSTG icon
Pure Storage
PSTG
+$498K
5
ROK icon
Rockwell Automation
ROK
+$489K

Sector Composition

1 Healthcare 9.95%
2 Technology 9.73%
3 Industrials 9.42%
4 Financials 5.78%
5 Materials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.22%
7,321
102
$248K 0.22%
+1,100
103
$226K 0.2%
1,460
104
$137K 0.12%
16,880
-800
105
– –
-15,800
106
– –
-20,300
107
– –
-4,200
108
– –
-1,180
109
– –
-2,200
110
– –
-18,600
111
– –
-1,900
112
– –
-6,000
113
– –
-5,240
114
– –
-5,800
115
– –
-15,000
116
– –
-35,500
1 2 3 4
5