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
$94.1M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.57M
3
+$865K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$637K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$518K

Top Sells

1
+$2.19M
2
+$1.43M
3
+$539K
4
FICO icon
Fair Isaac
FICO
+$418K
5
SNV icon
Synovus
SNV
+$398K

Sector Composition

1 Financials 23.86%
2 Industrials 14.34%
3 Healthcare 12.14%
4 Communication Services 8%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.37M 4.64%
33,703
+4,000
2
$3.59M 3.82%
141,715
3
$3.56M 3.79%
37,290
4
$3.3M 3.5%
64,500
5
$3.23M 3.43%
54,050
-225
6
$2.68M 2.85%
10,669
+1,300
7
$2.67M 2.84%
19,802
-1,790
8
$2.62M 2.78%
41,090
9
$2.62M 2.78%
19,775
10
$2.6M 2.77%
8,395
11
$2.57M 2.73%
35,375
12
$2.35M 2.5%
79,398
+1,324
13
$2.24M 2.38%
33,910
14
$2.13M 2.27%
34,918
15
$2.13M 2.27%
44,460
16
$2.11M 2.24%
25,730
17
$1.93M 2.05%
16,644
18
$1.86M 1.97%
41,075
+1,690
19
$1.84M 1.96%
26,405
+745
20
$1.82M 1.94%
+49,716
21
$1.76M 1.87%
35,496
+1,000
22
$1.63M 1.73%
21,013
-18,477
23
$1.57M 1.67%
+26,680
24
$1.54M 1.64%
33,615
+3,500
25
$1.41M 1.49%
108,500
1
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