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
$99.3M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$910K
2
+$871K
3
+$777K
4
VTV icon
Vanguard Value ETF
VTV
+$773K
5
FCN icon
FTI Consulting
FCN
+$514K

Top Sells

1
+$1.63M
2
+$871K
3
+$618K
4
OMC icon
Omnicom Group
OMC
+$528K
5
LW icon
Lamb Weston
LW
+$500K

Sector Composition

1 Industrials 11.13%
2 Healthcare 11.13%
3 Technology 9.09%
4 Financials 7.19%
5 Materials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 17.66%
97,700
2
$5.8M 5.84%
16,239
+2,175
3
$5.58M 5.62%
19,416
4
$2.68M 2.7%
54,418
5
$2.21M 2.22%
29,500
+5,000
6
$1.87M 1.88%
21,708
-250
7
$1.54M 1.55%
14,525
-225
8
$1.51M 1.53%
37,860
9
$1.51M 1.52%
14,410
-250
10
$1.47M 1.48%
18,290
-265
11
$1.46M 1.47%
34,465
+3,620
12
$1.45M 1.46%
2,863
-70
13
$1.28M 1.29%
23,825
+6,730
14
$1.18M 1.19%
10,935
-120
15
$1.16M 1.17%
7,784
16
$1.14M 1.15%
7,710
-110
17
$1.13M 1.14%
5,388
-100
18
$1.05M 1.06%
20,900
-280
19
$1.04M 1.05%
17,090
-270
20
$1.03M 1.04%
41,890
-575
21
$1.02M 1.03%
8,257
+6,257
22
$1.01M 1.02%
6,820
-140
23
$975K 0.98%
2,525
24
$962K 0.97%
10,000
25
$960K 0.97%
23,045
-215
1
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