WCM

Washington Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.2M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$749K
3
+$437K
4
ANET icon
Arista Networks
ANET
+$423K
5
CIEN icon
Ciena
CIEN
+$397K

Top Sells

1
+$455K
2
+$410K
3
+$402K
4
XYL icon
Xylem
XYL
+$396K
5
ISRG icon
Intuitive Surgical
ISRG
+$381K

Sector Composition

1 Financials 24.25%
2 Industrials 14.31%
3 Healthcare 13.93%
4 Energy 9.14%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.34M 3.88%
141,625
-8,350
2
$3.28M 3.8%
37,290
-2,935
3
$3.02M 3.51%
64,500
-2,850
4
$3M 3.48%
54,275
-1,800
5
$2.92M 3.39%
+24,108
6
$2.6M 3.01%
21,592
-1,000
7
$2.45M 2.84%
78,074
-2,383
8
$2.41M 2.79%
40,271
9
$2.39M 2.77%
33,910
-900
10
$2.38M 2.76%
39,490
-1,730
11
$2.25M 2.61%
8,395
12
$2.23M 2.59%
41,090
13
$2.21M 2.57%
19,775
-850
14
$2.12M 2.46%
34,918
15
$2.09M 2.43%
34,965
16
$2.09M 2.43%
8,870
-475
17
$2.09M 2.42%
25,480
18
$1.91M 2.22%
13,391
19
$1.84M 2.14%
44,460
-2,000
20
$1.83M 2.13%
23,470
21
$1.67M 1.94%
39,385
22
$1.65M 1.91%
33,846
-100
23
$1.55M 1.8%
30,115
+14,565
24
$1.02M 1.18%
28,355
-295
25
$879K 1.02%
19,100
1
2 3 4 5