WCM

Washington Capital Management Portfolio holdings

AUM $118M
1-Year Est. Return 24.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$975K
2
+$728K
3
+$636K
4
WCC icon
WESCO International
WCC
+$546K
5
HUBS icon
HubSpot
HUBS
+$503K

Top Sells

1
+$1.11M
2
+$1.07M
3
+$916K
4
JCI icon
Johnson Controls International
JCI
+$890K
5
ALGN icon
Align Technology
ALGN
+$701K

Sector Composition

1 Technology 10.03%
2 Industrials 9.58%
3 Healthcare 8.87%
4 Financials 7.93%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-17,385
127
– –
-20,440
128
– –
-6,100
129
– –
-22,245
130
– –
-3,700
2 3 4 5
6