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
$97.3M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.02M
3
+$975K
4
LLL
L3 Technologies, Inc.
LLL
+$490K
5
AZO icon
AutoZone
AZO
+$436K

Top Sells

1
+$1.94M
2
+$1.44M
3
+$1.39M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.34M
5
UNM icon
Unum
UNM
+$1.15M

Sector Composition

1 Financials 19.63%
2 Healthcare 12.93%
3 Industrials 12.07%
4 Technology 10.71%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.44M 6.62%
45,843
+6,940
2
$3.87M 3.98%
37,140
3
$3.55M 3.65%
53,800
-50
4
$2.98M 3.07%
19,775
5
$2.76M 2.83%
25,092
6
$2.67M 2.75%
19,777
-25
7
$2.61M 2.69%
46,860
+2,400
8
$2.48M 2.55%
8,395
9
$2.36M 2.42%
35,200
10
$2.3M 2.36%
69,565
+955
11
$2.27M 2.34%
8,386
-5,300
12
$2.27M 2.34%
41,090
13
$2.17M 2.23%
26,205
+25
14
$2.1M 2.16%
27,655
15
$2.07M 2.13%
26,778
+2,536
16
$2.07M 2.13%
35,731
17
$2.04M 2.1%
84,201
+4,406
18
$2.04M 2.1%
72,355
-68,910
19
$1.96M 2.02%
42,820
20
$1.77M 1.82%
35,246
-50
21
$1.77M 1.82%
26,405
22
$1.64M 1.68%
35,065
+1,450
23
$1.56M 1.6%
+43,150
24
$1.5M 1.54%
109,050
25
$1.24M 1.27%
33,525
-30,975
1
2 3 4 5