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
$81.2M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.31M
3
+$688K
4
APA icon
APA Corp
APA
+$620K
5
KLXI
KLX Inc.
KLXI
+$510K

Top Sells

1
+$2.31M
2
+$695K
3
+$509K
4
PVH icon
PVH
PVH
+$453K
5
EFX icon
Equifax
EFX
+$444K

Sector Composition

1 Financials 26.83%
2 Industrials 16.01%
3 Healthcare 13.33%
4 Energy 9.7%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.47M 4.27%
40,225
-455
2
$3.31M 4.08%
149,975
+2,600
3
$3.08M 3.79%
56,075
4
$2.96M 3.64%
67,350
-4,400
5
$2.64M 3.25%
22,592
+523
6
$2.62M 3.22%
40,271
7
$2.58M 3.18%
80,457
+1,496
8
$2.4M 2.96%
+41,090
9
$2.31M 2.85%
+34,810
10
$2.3M 2.83%
25,480
+150
11
$2.23M 2.75%
20,625
12
$2.1M 2.58%
8,395
-230
13
$2.09M 2.57%
9,345
-520
14
$2.08M 2.56%
34,965
+650
15
$2.03M 2.5%
13,391
16
$2.02M 2.49%
41,220
17
$1.97M 2.43%
23,470
-100
18
$1.96M 2.42%
34,918
+151
19
$1.81M 2.23%
33,946
+7,870
20
$1.79M 2.21%
46,460
-18,000
21
$1.65M 2.04%
39,385
+2,920
22
$987K 1.22%
15,550
+9,775
23
$904K 1.11%
28,650
-5,400
24
$872K 1.07%
19,100
25
$865K 1.07%
15,700
-1,750
1
2 3 4 5