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
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$905K
2
+$749K
3
+$725K
4
CROX icon
Crocs
CROX
+$676K
5
HOLX icon
Hologic
HOLX
+$618K

Top Sells

1
+$1.14M
2
+$944K
3
+$723K
4
MKTX icon
MarketAxess Holdings
MKTX
+$630K
5
MOG.A icon
Moog Inc Class A
MOG.A
+$615K

Sector Composition

1 Healthcare 11.23%
2 Technology 9.55%
3 Industrials 8.88%
4 Financials 7.42%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.3M 17.27%
82,054
+2,791
2
$7.72M 6.25%
19,416
3
$7.63M 6.18%
14,581
-1,382
4
$6.8M 5.5%
88,630
5
$3M 2.43%
58,418
6
$2.46M 1.99%
12,270
-575
7
$2.15M 1.74%
10,200
+4,305
8
$2.02M 1.64%
37,860
9
$1.81M 1.47%
13,718
-795
10
$1.76M 1.43%
29,565
-480
11
$1.71M 1.39%
14,645
-550
12
$1.62M 1.31%
41,120
+1,198
13
$1.5M 1.21%
9,275
-240
14
$1.43M 1.16%
9,400
-100
15
$1.41M 1.14%
18,200
-135
16
$1.4M 1.14%
10,325
-50
17
$1.27M 1.03%
11,210
18
$1.25M 1.01%
22,725
-840
19
$1.21M 0.98%
10,000
20
$1.16M 0.94%
73,580
-15,125
21
$1.15M 0.93%
5,405
-55
22
$1.15M 0.93%
19,595
23
$1.12M 0.91%
5,145
-70
24
$1.08M 0.88%
24,335
-390
25
$1.07M 0.87%
13,680
-220
1
2 3 4 5