WCM

WealthTrak Capital Management Portfolio holdings

AUM $120M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$14M
3
+$4.54M
4
RSST icon
Return Stacked US Stocks & Managed Futures ETF
RSST
+$4.44M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.15%
2 Financials 0.9%
3 Industrials 0.77%
4 Consumer Discretionary 0.58%
5 Healthcare 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.43K ﹤0.01%
+25
377
$1.43K ﹤0.01%
+5
378
$1.42K ﹤0.01%
+25
379
$1.41K ﹤0.01%
+15
380
$1.41K ﹤0.01%
+38
381
$1.4K ﹤0.01%
+10
382
$1.39K ﹤0.01%
+2
383
$1.39K ﹤0.01%
+15
384
$1.39K ﹤0.01%
+11
385
$1.39K ﹤0.01%
+15
386
$1.38K ﹤0.01%
+5
387
$1.38K ﹤0.01%
+8
388
$1.36K ﹤0.01%
+15
389
$1.36K ﹤0.01%
+50
390
$1.36K ﹤0.01%
+15
391
$1.34K ﹤0.01%
+15
392
$1.34K ﹤0.01%
+25
393
$1.33K ﹤0.01%
+15
394
$1.32K ﹤0.01%
+65
395
$1.31K ﹤0.01%
+12
396
$1.29K ﹤0.01%
+54
397
$1.28K ﹤0.01%
+7
398
$1.27K ﹤0.01%
+15
399
$1.27K ﹤0.01%
+11
400
$1.27K ﹤0.01%
+1
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