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
$86.3M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$975K
3
+$620K
4
SFM icon
Sprouts Farmers Market
SFM
+$465K
5
MRVL icon
Marvell Technology
MRVL
+$421K

Top Sells

1
+$2.3M
2
+$1.28M
3
+$694K
4
CMP icon
Compass Minerals
CMP
+$605K
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$545K

Sector Composition

1 Financials 15.78%
2 Healthcare 14.31%
3 Industrials 11.29%
4 Technology 11.13%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.17M 7.15%
48,324
+2,281
2
$3.53M 4.09%
36,170
+280
3
$2.84M 3.29%
18,975
-225
4
$2.52M 2.92%
34,578
-262
5
$2.43M 2.81%
46,880
+2,200
6
$2.35M 2.73%
24,393
-150
7
$2.28M 2.64%
+17,005
8
$2.19M 2.53%
18,702
-470
9
$2.18M 2.53%
41,990
+1,700
10
$2.12M 2.45%
8,080
11
$2.06M 2.38%
8,231
-95
12
$2.01M 2.33%
35,746
+1,150
13
$1.92M 2.22%
29,005
+1,745
14
$1.83M 2.12%
45,220
+3,400
15
$1.82M 2.11%
26,625
+1,020
16
$1.76M 2.04%
81,843
-530
17
$1.75M 2.03%
27,240
18
$1.75M 2.02%
33,520
-820
19
$1.73M 2%
70,080
-375
20
$1.66M 1.92%
37,930
+1,930
21
$1.48M 1.71%
150,960
+7,325
22
$1.36M 1.57%
49,475
+4,250
23
$1.35M 1.57%
18,720
24
$1.3M 1.51%
25,815
-25,385
25
$1.2M 1.39%
29,230
+2,865
1
2 3 4 5