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WMKGX

WesMark Large Company Fund
1W: -1.6% 1M: -4.3% 3M: -6.2% YTD: -6.1% 1Y: -6.3% 3Y: +33.1% 5Y: +27.2%
$20.90
+0.10 (+0.48%)
 
ETF NASDAQ · AUM $327.1M
ETF-Level Metrics
AUM$327M
Holdings58
Top 10 Wt44.6%
Beta1.00
% Profitable92%
Coverage97%
Portfolio Valuation
P/E171.6
P/B55.1
P/S39.1
EV/EBITDA21.2
P/FCF213.4
PEG7.73
Profitability & Returns
Gross Margin52.6%
Net Margin22.8%
ROE35.5%
ROA10.3%
ROIC31.4%
Div Yield1.15%
Leverage & Liquidity
Debt/Equity0.59
Debt/Assets0.18
Net Debt/EBITDA-0.1x
Interest Cov8.8x
Current Ratio1.30
Quick Ratio1.24
Growth (YoY)
Revenue+16.7%
Net Income+17.3%
EPS+24.1%
FCF+26.0%
EBITDA+19.4%
Rev CAGR 3Y+16.0%
Quality Scores
Piotroski F6.9
Altman Z10.20
IS Quality76.2
IS Overall60.6
IS Value44.5
Median P/E29.5

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 15 39.4% 66.0
Financial Services 7 12.3% 27.0
Consumer Cyclical 6 10.5% 101.8
Healthcare 9 9.5% 35.8
Industrials 5 8.5% -65.2
Communication Services 3 5.2% 30.9
Consumer Defensive 4 4.3% 43.6
Utilities 3 3.4% 23.8
Energy 3 3.1% 30.7
Other 1 1.5%
Basic Materials 2 1.3% 26.3
Real Estate 1 0.9% 31.0

Smart Money Overlap

11 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 3.81% 4 Bullish 42 14 +0.2%
JPM JPMorgan Chase & Co. 2.93% 4 Bullish 14 9 -3.5%
AVGO Broadcom Inc. 2.92% 4 Bullish 1 10 -0.9%
RTX RTX Corporation 2.72% 4 Bullish 18 3 -0.4%
WMT Walmart Inc. 1.48% 4 Bullish 21 3 +2.2%
DE Deere & Company 1.43% 4 Bullish 10 3 +23.3%
FITB Fifth Third Bancorp 1.27% 4 Bullish 2 1 +1.7%
BE Bloom Energy Corporation 1.19% 4 Bullish 10 4 -2.7%
UBER Uber Technologies, Inc. 1.04% 4 Bullish 7 3 -3.8%
HAL Halliburton Company 0.87% 4 Bullish 16 1 +7.9%
FCX Freeport-McMoRan Inc. 0.33% 4 Bullish 2 2 +42.7%
Showing 50 of 59 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Microsoft Corp. MSFT 7.49% $26.7M 51,564 23.1 $2.8T Technology
2 Apple Inc. AAPL.NE 6.71% $23.9M 94,000 31.6 $5.0T Technology
3 Alphabet Inc. GOOGL.SW 5.86% $20.9M 85,960 26.6 $2.9T Technology
4 NVIDIA Corp. NVDA 5.19% $18.5M 99,304 36.2 $4.3T Technology
5 Amazon.com, Inc. AMZN 4.55% $16.2M 74,000 29.2 $2.3T Consumer Cyclical
6 Meta Platforms Inc META 3.81% $13.6M 18,500 24.8 $1.5T Communication Services
7 JPMorgan Chase & Co. JPM 2.93% $10.5M 33,130 14.4 $796.8B Financial Services
8 Broadcom Inc AVGO 2.92% $10.4M 31,540 60.5 $1.5T Technology
9 RTX Corp. RTX 2.72% $9.7M 58,000 39.0 $261.7B Industrials
10 Tesla Inc TSLA 2.48% $8.8M 19,900 328.7 $1.4T Consumer Cyclical
11 Parker-Hannifin Corp. PH 2.34% $8.3M 11,000 32.9 $116.3B Industrials
12 Blackrock Inc. BLK 2.18% $7.8M 6,669 27.4 $152.6B Financial Services
13 MasterCard Incorporated MA.NE 2.07% $7.4M 13,000 30.1 $593.5B Financial Services
14 Thermo Fisher Scientific Inc TMO 2.04% $7.3M 14,979 27.5 $182.3B Healthcare
15 AbbVie Inc. ABBV 1.95% $6.9M 29,978 87.3 $366.3B Healthcare
16 Morgan Stanley MS 1.61% $5.8M 36,221 15.4 $263.1B Financial Services
17 Advanced Micro Devices Inc. AMD 1.61% $5.7M 35,468 82.8 $359.1B Technology
18 Palo Alto Networks Inc PANW 1.60% $5.7M 28,000 83.1 $104.4B Technology
19 UnitedHealth Group Inc. UNH.BA 1.56% $5.6M 16,100 20.4 $356.5T Healthcare
20 Marvell Technology Inc MRVL 1.52% $5.4M 64,592 31.3 $86.1B Technology
21 Salesforce Inc. CRM.NE 1.49% $5.3M 22,490 22.8 $225.4B Technology
22 Walmart Inc WMT 1.48% $5.3M 51,400 44.8 $981.1B Consumer Defensive
23 Amgen Inc. AMGN 1.47% $5.3M 18,624 24.7 $190.8B Healthcare
24 Money Market Obligations Trust Cash 1.47% $5.3M 5,254,103
25 Chevron Corp. CVX 1.46% $5.2M 33,600 33.2 $410.2B Energy
26 NextEra Energy Inc NEE-PN 1.45% $5.2M 68,369 27.9 $48.5B Utilities
27 Deere & Company DE 1.43% $5.1M 11,164 32.5 $156.1B Industrials
28 The Procter & Gamble Co. PG 1.43% $5.1M 33,107 21.2 $336.3B Consumer Defensive
29 Fifth Third Bancorp FITB 1.27% $4.5M 101,900 12.1 $30.6B Financial Services
30 Bloom Energy Corporation BE 1.19% $4.3M 50,300 -447.9 $35.5B Industrials
31 Blue Owl Capital Inc OWL 1.15% $4.1M 243,100 77.4 $14.1B Financial Services
32 Bank of America Corp. BAC 1.07% $3.8M 74,000 11.8 $356.0B Financial Services
33 Uber Technologies Inc UBER 1.04% $3.7M 38,000 15.1 $151.8B Technology
34 Marriott International, Inc. MAR 1.01% $3.6M 13,800 33.7 $86.6B Consumer Cyclical
35 Shopify Inc SHOP 1.00% $3.6M 24,100 125.0 $154.5B Technology
36 F5 Inc FFV.F 0.97% $3.4M 10,662 $14.5B Technology
37 Duke Energy Corp DUK 0.96% $3.4M 27,800 20.1 $99.7B Utilities
38 American Water Works Company, Inc. AWK 0.96% $3.4M 24,662 23.6 $26.3B Utilities
39 American Tower Corporation AMT 0.93% $3.3M 17,300 31.0 $78.3B Real Estate
40 PPG Industries, Inc. PPG 0.93% $3.3M 31,455 15.2 $23.8B Basic Materials
41 Mondelez International, Inc. MDLZ 0.92% $3.3M 52,742 30.2 $74.1B Consumer Defensive
42 Snowflake Inc SNOW 0.92% $3.3M 14,500 -41.3 $55.0B Technology
43 Halliburton Company HAL 0.87% $3.1M 126,000 25.3 $32.5B Energy
44 Chipotle Mexican Grill Inc CMG 0.83% $3.0M 76,000 27.8 $43.0B Consumer Cyclical
45 Textron Inc. TXT 0.82% $2.9M 34,532 17.8 $15.8B Industrials
46 On Holding AG ONON 0.82% $2.9M 68,882 45.3 $11.6B Consumer Cyclical
47 Spotify Technology S.A. SPOT 0.79% $2.8M 4,026 38.1 $97.4B Communication Services
48 Novo Nordisk A/S NVO 0.77% $2.7M 49,300 10.2 $161.5B Healthcare
49 Diamondback Energy Inc FANG 0.76% $2.7M 19,000 33.6 $55.3B Energy
50 CAVA Group Inc. CAVA 0.76% $2.7M 45,000 146.2 $9.3B Consumer Cyclical

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms