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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
1001
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1002
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1003
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-5
1004
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-1,675
1005
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1006
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-10
1007
– –
-95
1008
– –
-5
1009
– –
-10
1010
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-5
1011
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-2
1012
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-5
1013
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-55
1014
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-10
1015
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-2
1016
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1017
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1018
– –
-10
1019
– –
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1020
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-10
1021
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-5
1022
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-40
1023
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-5
1024
– –
-1
1025
– –
-5
39 40
41
42 43