WMKTX
WesMark Tactical Opportunity Fund
1W: -0.6%
1M: -5.5%
3M: -1.1%
YTD: -0.9%
1Y: +9.0%
3Y: +25.9%
5Y: +23.0%
$13.01
+0.01 (+0.08%)
Weekly Expected Move ±1.6%
$12
$12
$13
$13
$13
ETF-Level Metrics
AUM$53M
Holdings15
Top 10 Wt84.7%
Beta0.80
% Profitable—%
Coverage—%
Portfolio Valuation
P/E—
P/B—
P/S—
EV/EBITDA—
P/FCF—
PEG—
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity—
Debt/Assets—
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio—
Quick Ratio—
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F—
Altman Z—
IS Quality—
IS Overall—
IS Value—
Median P/E—
Sector Breakdown
2 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 15 | 98.5% | — |
| Other | 1 | 1.5% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 16 of 16 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | iShares Trust | IWM | 13.29% | $6.7M | 27,632 | — | $71.9B | Financial Services |
| 2 | iShares Trust | LQD | 13.08% | $6.6M | 59,038 | — | $32.0B | Financial Services |
| 3 | iShares Trust | AGG | 13.01% | $6.5M | 65,252 | — | $137.1B | Financial Services |
| 4 | Vanguard World Fund | MGV | 10.23% | $5.1M | 37,341 | — | $12.0B | Financial Services |
| 5 | iShares Trust | ACWX | 7.64% | $3.8M | 59,137 | — | $8.0B | Financial Services |
| 6 | Spdr Gold Trust | GLD | 7.23% | $3.6M | 10,226 | — | $157.3B | Financial Services |
| 7 | iShares U.S. ETF Trust | CMDY | 6.35% | $3.2M | 60,700 | — | $332M | Financial Services |
| 8 | Spdr S&P 500 Etf Trust | SPY | 6.29% | $3.2M | 4,750 | — | $653.9B | Financial Services |
| 9 | Invesco Exchange-Traded Fund Trust | RSP | 4.15% | $2.1M | 11,000 | — | $85.7B | Financial Services |
| 10 | Vanguard Scottsdale Funds | VCSH | 3.42% | $1.7M | 21,500 | — | $48.4B | Financial Services |
| 11 | Vanguard International Equity Index Funds | VWO | 3.04% | $1.5M | 28,200 | — | $157.8B | Financial Services |
| 12 | Vanguard International Equity Index Funds | VGK | 2.90% | $1.5M | 18,300 | — | $40.9B | Financial Services |
| 13 | iShares Trust | IGV | 2.74% | $1.4M | 12,000 | — | $10.5B | Financial Services |
| 14 | Select Sector Spdr Trust | XLY | 2.67% | $1.3M | 5,600 | — | $21.1B | Financial Services |
| 15 | iShares Trust | IBB | 2.48% | $1.2M | 8,647 | — | $8.2B | Financial Services |
| 16 | Money Market Obligations Trust Cash | — | 1.52% | $763,386 | 763,386 | — | — | — |