We are live on ! Find out more
WCM

WealthTrak Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.33M
3
+$1.16M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$1.08M
5
HCMT icon
Direxion HCM Tactical Enhanced US ETF
HCMT
+$952K

Top Sells

1
+$4.96M
2
+$4.52M
3
+$3.32M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.35M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.3M

Sector Composition

1 Technology 2.22%
2 Financials 0.93%
3 Industrials 0.79%
4 Consumer Discretionary 0.67%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$99 ﹤0.01%
5
927
$99 ﹤0.01%
5
928
$98 ﹤0.01%
+5
929
$97 ﹤0.01%
+2
930
$94 ﹤0.01%
5
931
$83 ﹤0.01%
4
-5
932
$79 ﹤0.01%
5
933
$8 ﹤0.01%
6
934
– –
-25
935
– –
-5
936
– –
-1
937
– –
-1
938
– –
-10
939
– –
-10
940
– –
-4
941
– –
-1,800
942
– –
-5
943
– –
-4
944
– –
-1
945
– –
-2
946
– –
-10
947
– –
-10
948
– –
-10
949
– –
-1
950
– –
-15
36 37
38
39 40