WMG

WESCAP Management Group Portfolio holdings

AUM $439M
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$7.14M
2 +$6.19M
3 +$3.56M
4
SLV icon
iShares Silver Trust
SLV
+$3.1M
5
IAU icon
iShares Gold Trust
IAU
+$2.83M

Top Sells

1 +$8.4M
2 +$1.76M
3 +$1.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.48M

Sector Composition

1 Technology 2.24%
2 Healthcare 1.06%
3 Industrials 0.97%
4 Consumer Discretionary 0.62%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OPPJ
101
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$88.6M
-7,297