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
ETF-Level Metrics
AUM$52M
Holdings18
Top 10 Wt80.2%
Beta0.78
% 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
1 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 18 | 99.9% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 18 of 18 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | iShares Trust | LQD | 14.83% | $7.4M | 68,220 | — | $31.8B | Financial Services |
| 2 | iShares Trust | AGG | 12.90% | $6.5M | 65,152 | — | $132.8B | Financial Services |
| 3 | Vanguard World Fund | MGV | 8.66% | $4.3M | 29,941 | — | $13.2B | Financial Services |
| 4 | Spdr Gold Trust | GLD | 7.71% | $3.9M | 8,986 | — | $134.1B | Financial Services |
| 5 | iShares Trust | ACWX | 7.60% | $3.8M | 55,613 | — | $11.6B | Financial Services |
| 6 | iShares Trust | IWM | 7.50% | $3.8M | 15,170 | — | $77.4B | Financial Services |
| 7 | iShares U.S. ETF Trust | CMDY | 7.19% | $3.6M | 60,700 | — | $349M | Financial Services |
| 8 | Vanguard Scottsdale Funds | VCSH | 5.42% | $2.7M | 34,300 | — | $50.7B | Financial Services |
| 9 | iShares Trust | IJR | 4.22% | $2.1M | 17,000 | — | $104.3B | Financial Services |
| 10 | Invesco Exchange-Traded Fund Trust | RSP | 4.21% | $2.1M | 11,000 | — | $94.4B | Financial Services |
| 11 | Vanguard International Equity Index Funds | VWO | 4.03% | $2.0M | 37,400 | — | $166.3B | Financial Services |
| 12 | Vanguard International Equity Index Funds | VGK | 3.01% | $1.5M | 18,300 | — | $36.1B | Financial Services |
| 13 | iShares Trust | IBB | 2.91% | $1.5M | 8,647 | — | $10.1B | Financial Services |
| 14 | Select Sector Spdr Trust | XLY | 2.43% | $1.2M | 11,200 | — | $21.3B | Financial Services |
| 15 | iShares Trust | IGV | 2.40% | $1.2M | 15,000 | — | $15.2B | Financial Services |
| 16 | State Street Spdr S&p 500 Etf Trust | 1557.T | 2.37% | $1.2M | 1,825 | — | $126.4T | Financial Services |
| 17 | Money Market Obligations Trust | GOIXX | 2.08% | $1.0M | 1,045,014 | — | — | Financial Services |
| 18 | iShares Trust | SMIN | 0.47% | $233,424 | 3,893 | — | $670M | Financial Services |