WCM

Washington Capital Management Portfolio holdings

AUM $123M
1-Year Est. Return 22.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$424K
3
+$416K
4
KVYO icon
Klaviyo
KVYO
+$402K
5
JBHT icon
JB Hunt Transport Services
JBHT
+$402K

Top Sells

1
+$1.12M
2
+$1.09M
3
+$735K
4
ULTA icon
Ulta Beauty
ULTA
+$601K
5
TFX icon
Teleflex
TFX
+$577K

Sector Composition

1 Technology 10.83%
2 Industrials 9.27%
3 Healthcare 8.55%
4 Financials 7.05%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.2%
+945
102
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-5,400
104
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108
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109
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110
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111
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114
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-29,000
115
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-2,000
1 2 3 4
5