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
$88M
AUM Growth
-$326K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.12M
3
+$1.69M
4
UNH icon
UnitedHealth
UNH
+$644K
5
UNF icon
Unifirst Corp
UNF
+$528K

Top Sells

1
+$2.33M
2
+$2.02M
3
+$1.45M
4
SLB icon
SLB Limited
SLB
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.18M

Sector Composition

1 Healthcare 13%
2 Financials 12.45%
3 Industrials 11.92%
4 Communication Services 9.61%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10M 11.4%
66,833
+18,335
2
$2.43M 2.77%
8,306
3
$2.34M 2.66%
29,279
+151
4
$2.3M 2.61%
26,525
+820
5
$2.24M 2.55%
41,520
+2,160
6
$2.16M 2.45%
13,865
-90
7
$2.14M 2.43%
25,785
+1,920
8
$2.12M 2.41%
+55,024
9
$2.12M 2.4%
18,930
+100
10
$2.08M 2.36%
41,685
-145
11
$2.05M 2.33%
39,920
+500
12
$2.03M 2.31%
5,580
13
$1.87M 2.13%
32,746
-200
14
$1.84M 2.09%
72,776
+1,393
15
$1.83M 2.08%
63,005
+875
16
$1.81M 2.06%
40,020
+830
17
$1.8M 2.05%
9,035
18
$1.78M 2.02%
34,865
19
$1.76M 2.01%
25,205
+150
20
$1.71M 1.94%
22,250
-675
21
$1.69M 1.92%
+32,875
22
$1.67M 1.89%
10,145
-30
23
$1.58M 1.79%
18,763
+43
24
$1.43M 1.63%
10,424
25
$1.33M 1.51%
21,165
-150
1
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