WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.26M
3
+$1.04M
4
ADM icon
Archer Daniels Midland
ADM
+$948K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$632K

Top Sells

1
+$2.33M
2
+$1.48M
3
+$1.36M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.01M
5
SRCL
Stericycle Inc
SRCL
+$737K

Sector Composition

1 Financials 15.45%
2 Industrials 15.29%
3 Technology 14.58%
4 Healthcare 13.18%
5 Consumer Discretionary 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$200K 0.15%
+4,100
127
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-44,210
128
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-12,400
129
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-42,650
130
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-117,060
131
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-67,403
132
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-18,925
133
– –
-5,611
134
– –
-2,057
135
– –
-994
136
– –
-6,850
137
– –
-7,154
138
– –
-3,438
139
– –
-13,125
2 3 4 5
6