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
$178M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.51M
3
+$1.1M
4
LSCC icon
Lattice Semiconductor
LSCC
+$824K
5
APOG icon
Apogee Enterprises
APOG
+$723K

Top Sells

1
+$1.47M
2
+$1.11M
3
+$766K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$551K
5
TSCO icon
Tractor Supply
TSCO
+$512K

Sector Composition

1 Financials 17.29%
2 Technology 14.98%
3 Industrials 12.93%
4 Healthcare 11.6%
5 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.24M 3.51%
30,310
+935
2
$3.76M 2.11%
100,090
+1,965
3
$3.55M 2%
82,570
4
$3.55M 1.99%
52,320
+970
5
$3.27M 1.84%
91,600
6
$3.27M 1.84%
192,100
+600
7
$2.82M 1.58%
341,130
8
$2.82M 1.58%
104,934
9
$2.79M 1.57%
37,474
-800
10
$2.75M 1.55%
44,651
11
$2.72M 1.53%
31,575
+490
12
$2.63M 1.48%
47,575
+1,130
13
$2.61M 1.46%
27,259
-250
14
$2.57M 1.44%
118,560
15
$2.55M 1.43%
32,549
+800
16
$2.42M 1.36%
85,330
17
$2.35M 1.32%
90,100
+57,872
18
$2.33M 1.31%
63,473
+10,558
19
$2.29M 1.29%
12,345
20
$2.26M 1.27%
9,706
21
$2.23M 1.25%
18,243
22
$2.19M 1.23%
21,019
23
$2.16M 1.21%
52,162
24
$2.13M 1.2%
146,912
25
$2.12M 1.19%
16,667
1
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