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
$118M
AUM Growth
+$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$644K
3
+$569K
4
LITE icon
Lumentum
LITE
+$539K
5
GEHC icon
GE HealthCare
GEHC
+$496K

Top Sells

1
+$1.78M
2
+$1.31M
3
+$1.07M
4
OKTA icon
Okta
OKTA
+$569K
5
IPGP icon
IPG Photonics
IPGP
+$543K

Sector Composition

1 Technology 11.24%
2 Healthcare 11.07%
3 Industrials 9.9%
4 Financials 6.2%
5 Energy 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.22%
+9,176
102
$262K 0.22%
10,000
103
$254K 0.22%
+3,000
104
$233K 0.2%
1,410
-50
105
– –
-23,720
106
– –
-14,475
107
– –
-2,200
108
– –
-3,750
109
– –
-3,672
110
– –
-7,960
111
– –
-18,215
112
– –
-2,400
113
– –
-16,100
114
– –
-16,880
115
– –
-4,400
116
– –
-6,600
117
– –
-6,600
118
– –
-15,000
119
– –
-7,000
1 2 3 4
5