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WMKSX

WesMark Small Company Fund
1W: -0.6% 1M: -4.8% 3M: -8.9% YTD: +11.4% 1Y: -8.1% 3Y: +47.2% 5Y: +24.1%
$16.51
+0.13 (+0.79%)
 
Weekly Expected Move ±1.6%
$16 $16 $16 $17 $17
ETF NASDAQ · AUM $177.4M

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20 peers by holdings overlap (97 holdings)
TPLNX
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12.8%
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SKSEX
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JASCX
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MCGFX
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LSSCX
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QASGX
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Shared24 holdings
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AIRR
First Trust RBA American Industrial RenaissanceTM ETF
11.6%
Shared7 holdings
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PRDSX
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QASCX
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11.1%
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JPSV
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Shared14 holdings
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GSSIX
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FECGX
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GSXCX
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GSXIX
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FSLCX
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Shared12 holdings
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HRSMX
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RYWAX
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CSMVX
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DEVLX
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TCMSX
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Shared11 holdings
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Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
WMKSX $177M 97 23.8% 30.4 3.9 3.0 9.2% 6.8% 0.98% +17.2% +23.8% 53.4 5.5
TPLNX $175M 66 30.8% 16.8 2.0 1.5 12.2% 8.7% 1.43% +13.0% +32.4% 54.9 6.1
SKSEX $222M 71 25.2% 20.3 2.0 1.6 8.5% 6.4% 1.52% +15.8% +23.8% 51.5 5.9
JASCX $88M 91 25.4% 18.2 2.7 1.5 14.4% 7.5% 1.43% +13.2% +22.1% 59.0 6.0
MCGFX $414M 78 26.6% 25.4 3.7 3.1 12.7% 9.9% 0.58% +33.2% +26.4% 56.2 5.8
LSSCX $332M 99 17.5% 18.1 2.2 1.4 12.1% 7.3% 1.74% +13.2% +34.9% 50.6 6.0
QASGX $603M 250 16.5% 44.7 7.9 4.1 12.7% 5.8% 0.62% +32.2% +54.2% 54.1 5.7
AIRR $9.3B 57 30.4% 28.9 3.9 2.0 12.8% 6.1% 0.72% +20.4% +16.9% 55.5 5.7
PRDSX $9.6B 315 12.2% 33.7 5.3 2.4 13.7% 5.6% 0.46% +27.3% +27.0% 58.9 6.0
QASCX $1.9B 299 15.4% 32.5 4.0 2.2 6.8% 3.5% 1.03% +21.7% +48.8% 50.0 5.7
JPSV $26M 112 15.9% 15.8 1.8 1.4 11.0% 8.6% 2.11% +10.2% +38.5% 52.9 6.5

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