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
$88.3M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$676K
3
+$623K
4
PFPT
Proofpoint, Inc.
PFPT
+$528K
5
BJ icon
BJs Wholesale Club
BJ
+$436K

Top Sells

1
+$1.86M
2
+$1.76M
3
+$1.02M
4
APA icon
APA Corp
APA
+$829K
5
LMT icon
Lockheed Martin
LMT
+$750K

Sector Composition

1 Healthcare 13.85%
2 Technology 12.07%
3 Industrials 11.63%
4 Financials 11.22%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.02M 7.95%
48,498
+174
2
$2.35M 2.66%
8,306
+75
3
$2.33M 2.63%
20,793
-3,600
4
$2.31M 2.62%
29,128
-5,450
5
$2.31M 2.61%
39,360
-7,520
6
$2.14M 2.42%
13,955
-3,050
7
$2.06M 2.34%
25,705
-3,300
8
$2.02M 2.29%
71,440
+21,965
9
$1.99M 2.25%
41,830
+3,900
10
$1.95M 2.21%
32,946
-2,800
11
$1.91M 2.16%
18,830
-17,340
12
$1.87M 2.12%
39,190
-2,800
13
$1.85M 2.1%
22,925
-3,700
14
$1.85M 2.09%
+10,175
15
$1.83M 2.08%
23,865
-3,375
16
$1.75M 1.98%
34,865
+13,480
17
$1.72M 1.94%
39,420
-5,800
18
$1.71M 1.94%
62,130
-7,950
19
$1.69M 1.91%
71,383
-10,460
20
$1.69M 1.91%
9,035
-9,940
21
$1.68M 1.9%
5,580
-2,500
22
$1.56M 1.77%
25,055
-8,465
23
$1.5M 1.69%
18,720
24
$1.45M 1.64%
126,460
-24,500
25
$1.28M 1.45%
10,424
-8,278
1
2 3 4 5