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
$116M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.72M
3
+$1.49M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.45M
5
HAL icon
Halliburton
HAL
+$1.4M

Top Sells

1
+$1.42M
2
+$603K
3
+$422K
4
LMT icon
Lockheed Martin
LMT
+$419K
5
RMD icon
ResMed
RMD
+$405K

Sector Composition

1 Healthcare 11.6%
2 Financials 10.39%
3 Industrials 9.12%
4 Consumer Staples 8.93%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 13.7%
97,311
+11,538
2
$5.2M 4.47%
16,154
-70
3
$4.01M 3.45%
14,083
+5,098
4
$3.25M 2.8%
19,645
+100
5
$3.16M 2.72%
24,627
-1,898
6
$2.64M 2.27%
18,920
-10
7
$2.59M 2.23%
40,400
-1,635
8
$2.58M 2.22%
38,520
-3,000
9
$2.53M 2.18%
29,174
-105
10
$2.46M 2.12%
39,920
11
$2.42M 2.09%
26,080
+70
12
$2.34M 2.02%
23,485
-2,300
13
$2.25M 1.93%
51,670
-3,354
14
$2.2M 1.89%
52,475
-20
15
$2.02M 1.74%
57,427
-5,578
16
$2.01M 1.73%
32,796
+50
17
$1.99M 1.71%
67,361
-5,415
18
$1.93M 1.66%
24,105
-100
19
$1.87M 1.61%
34,865
20
$1.79M 1.54%
6,093
-642
21
$1.75M 1.51%
4,505
-1,075
22
$1.72M 1.48%
+59,380
23
$1.7M 1.46%
23,280
+17,780
24
$1.67M 1.44%
8,625
-160
25
$1.58M 1.36%
9,924
-500
1
2 3 4 5