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
$123M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.01M
3
+$667K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$639K
5
BAH icon
Booz Allen Hamilton
BAH
+$560K

Top Sells

1
+$618K
2
+$582K
3
+$526K
4
NTNX icon
Nutanix
NTNX
+$501K
5
HOUS icon
Anywhere Real Estate
HOUS
+$456K

Sector Composition

1 Healthcare 11%
2 Financials 9.33%
3 Technology 9.3%
4 Industrials 7.37%
5 Materials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.9M 18.57%
94,970
+2,647
2
$7.05M 5.71%
19,416
3
$6.76M 5.48%
14,232
-212
4
$2.93M 2.38%
54,418
5
$2.37M 1.92%
14,955
-1,495
6
$2.11M 1.71%
37,860
7
$1.88M 1.53%
7,280
-155
8
$1.81M 1.46%
9,009
-155
9
$1.79M 1.45%
18,525
-315
10
$1.78M 1.44%
28,560
-515
11
$1.77M 1.44%
16,150
+640
12
$1.75M 1.42%
5,875
-120
13
$1.73M 1.4%
22,518
-470
14
$1.65M 1.34%
20,415
-280
15
$1.63M 1.32%
65,305
-855
16
$1.61M 1.3%
6,940
-75
17
$1.6M 1.3%
3,188
-47
18
$1.53M 1.24%
16,450
-300
19
$1.52M 1.23%
+6,837
20
$1.48M 1.19%
24,825
+2,575
21
$1.46M 1.18%
36,738
+3,198
22
$1.46M 1.18%
22,965
-670
23
$1.45M 1.17%
10,000
24
$1.43M 1.16%
32,065
-725
25
$1.35M 1.09%
22,310
-455
1
2 3 4 5