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
$88.9M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$696K
3
+$588K
4
GE icon
GE Aerospace
GE
+$421K
5
OA
Orbital ATK, Inc.
OA
+$393K

Top Sells

1
+$1.02M
2
+$470K
3
+$432K
4
PWR icon
Quanta Services
PWR
+$371K
5
NVDA icon
NVIDIA
NVDA
+$327K

Sector Composition

1 Financials 24.29%
2 Industrials 14.47%
3 Healthcare 14.34%
4 Communication Services 8.41%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.7M 4.16%
29,703
+5,595
2
$3.44M 3.87%
141,715
+90
3
$3.41M 3.84%
37,290
4
$3.08M 3.46%
54,275
5
$3.01M 3.39%
64,500
6
$2.7M 3.03%
21,592
7
$2.5M 2.82%
39,490
8
$2.41M 2.71%
19,775
9
$2.37M 2.66%
35,375
+410
10
$2.33M 2.62%
8,395
11
$2.29M 2.58%
41,090
12
$2.27M 2.55%
33,910
13
$2.27M 2.55%
9,369
+499
14
$2.23M 2.5%
78,074
15
$2.19M 2.47%
40,271
16
$2.15M 2.42%
16,644
+3,253
17
$2.13M 2.4%
34,918
18
$2.08M 2.34%
25,730
+250
19
$2.02M 2.27%
44,460
20
$1.78M 2%
39,385
21
$1.69M 1.9%
25,660
+2,190
22
$1.54M 1.73%
34,496
+650
23
$1.44M 1.62%
30,115
24
$1.4M 1.58%
108,500
+76,200
25
$919K 1.03%
22,215
+3,115
1
2 3 4 5