WMKTX
WesMark Tactical Opportunity Fund
1W: -1.0%
1M: -3.3%
3M: -2.0%
YTD: +4.1%
1Y: +2.6%
3Y: +32.8%
5Y: +20.5%
$13.38
+0.02 (+0.15%)
Weekly Expected Move ±0.9%
$13
$13
$13
$13
$14
Key Statistics
AUM$52M
Holdings18
Top 10 Wt80.2%
Volume0
Avg Volume0
Beta0.78
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2017-03-01
Sector Allocation
Financial Services
99.9%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | iShares Trust | LQD | 14.83% | $7.4M | 68,220 |
| 2 | iShares Trust | AGG | 12.90% | $6.5M | 65,152 |
| 3 | Vanguard World Fund | MGV | 8.66% | $4.3M | 29,941 |
| 4 | Spdr Gold Trust | GLD | 7.71% | $3.9M | 8,986 |
| 5 | iShares Trust | ACWX | 7.60% | $3.8M | 55,613 |
| 6 | iShares Trust | IWM | 7.50% | $3.8M | 15,170 |
| 7 | iShares U.S. ETF Trust | CMDY | 7.19% | $3.6M | 60,700 |
| 8 | Vanguard Scottsdale Funds | VCSH | 5.42% | $2.7M | 34,300 |
| 9 | iShares Trust | IJR | 4.22% | $2.1M | 17,000 |
| 10 | Invesco Exchange-Traded Fund Trust | RSP | 4.21% | $2.1M | 11,000 |