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
$271M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.93M
3
+$1.89M
4
RRX icon
Regal Rexnord
RRX
+$1.84M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.76M

Top Sells

1
+$6.58M
2
+$2.91M
3
+$2.27M
4
SPB icon
Spectrum Brands
SPB
+$2.12M
5
ANSS
Ansys
ANSS
+$2.08M

Sector Composition

1 Technology 17.53%
2 Industrials 13.32%
3 Financials 10.68%
4 Energy 10.45%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.88M 2.91%
40,250
-14,860
2
$4.8M 1.77%
21,366
-375
3
$4.14M 1.53%
93,253
-6,934
4
$3.44M 1.27%
40,160
+3,300
5
$3.38M 1.25%
45,440
-1,550
6
$3.35M 1.24%
83,690
-230
7
$3.3M 1.22%
115,654
-1,280
8
$3.29M 1.21%
39,763
-686
9
$3.28M 1.21%
85,610
-3,300
10
$3.18M 1.17%
34,913
-8,662
11
$3.15M 1.16%
90,550
+6,650
12
$3.03M 1.12%
25,720
-1,000
13
$3.02M 1.11%
250,632
-4,272
14
$2.93M 1.08%
83,774
-1,426
15
$2.88M 1.06%
59,802
-1,004
16
$2.81M 1.03%
105,046
-3,310
17
$2.77M 1.02%
60,315
-4,991
18
$2.74M 1.01%
57,168
-957
19
$2.72M 1%
80,335
-1,343
20
$2.72M 1%
66,499
-1,108
21
$2.7M 1%
57,447
-9,573
22
$2.7M 0.99%
48,665
-12,954
23
$2.69M 0.99%
17,665
-305
24
$2.68M 0.99%
46,490
-1,750
25
$2.65M 0.98%
42,467
-719
1
2 3 4 5