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
$161M
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.21M
3
+$1.08M
4
TILE icon
Interface
TILE
+$1.02M
5
XYL icon
Xylem
XYL
+$686K

Top Sells

1
+$2.01M
2
+$1.82M
3
+$1.25M
4
CCJ icon
Cameco
CCJ
+$951K
5
RS icon
Reliance Steel & Aluminium
RS
+$755K

Sector Composition

1 Financials 17.51%
2 Technology 15.81%
3 Industrials 14.73%
4 Healthcare 12.59%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.48M 2.16%
99,240
2
$3.4M 2.11%
89,500
3
$3.25M 2.02%
49,230
-300
4
$3.2M 1.99%
74,625
-395
5
$3.11M 1.93%
184,675
-7,500
6
$2.99M 1.86%
89,750
7
$2.83M 1.76%
13,865
-9,850
8
$2.71M 1.68%
104,272
9
$2.65M 1.64%
33,930
10
$2.49M 1.55%
16,667
11
$2.43M 1.51%
46,925
12
$2.41M 1.5%
91,506
-654
13
$2.37M 1.47%
24,869
-1,200
14
$2.33M 1.44%
117,060
15
$2.25M 1.4%
52,952
-368
16
$2.21M 1.37%
83,980
-750
17
$2.21M 1.37%
12,664
-2,297
18
$2.2M 1.36%
31,500
+25
19
$2.19M 1.36%
10,075
20
$2.18M 1.36%
9,885
-71
21
$2.15M 1.34%
126,010
-870
22
$2.08M 1.3%
33,382
-238
23
$2.07M 1.28%
28,547
-260
24
$2.04M 1.27%
315,740
-2,874
25
$2.02M 1.25%
43,721
1
2 3 4 5