WCM

WealthTrak Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.83%
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
201
$9.31K 0.01%
70
+23
202
$9.26K 0.01%
185
+41
203
$9.16K 0.01%
+600
204
$9.1K 0.01%
+202
205
$8.98K 0.01%
29
+9
206
$8.87K 0.01%
205
+40
207
$8.72K 0.01%
28
+3
208
$8.64K 0.01%
28
+4
209
$8.57K 0.01%
36
+11
210
$8.51K 0.01%
37
-6
211
$8.51K 0.01%
22
+6
212
$8.47K 0.01%
38
+17
213
$8.45K 0.01%
80
+50
214
$8.32K 0.01%
26
+12
215
$8.27K 0.01%
25
+7
216
$8.21K 0.01%
37
+23
217
$8.14K 0.01%
26
+12
218
$8.14K 0.01%
49
+13
219
$8K 0.01%
43
-1
220
$7.93K 0.01%
115
+15
221
$7.81K 0.01%
85
+10
222
$7.76K 0.01%
115
+45
223
$7.73K 0.01%
85
+30
224
$7.68K 0.01%
37
-13
225
$7.64K 0.01%
48
-14
7 8
9
10 11