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WesMark Tactical Opportunity Fund

Fund Profile

Fund profile

Tickers

WMKTX

Fund manager

Total assets

$45.85 mm

Liabilities

$46.36 k

Net assets

$45.81 mm

Number of holdings

16.00

16 Holdings

As of Dec 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
iShares iBoxx $ Investment Grade Corporate Bond ETF	6.31 mm	59.04 k shares	13.77	Common equity	Long	USA
iShares Core U.S. Aggregate Bond ETF	6.20 mm	63.95 k shares	13.53	Common equity	Long	USA
iShares Russell 2000 ETF	4.78 mm	21.63 k shares	10.43	Common equity	Long	USA
VFAIX Vanguard Financials Index Fund	4.66 mm	37.34 k shares	10.18	Common equity	Long	USA
iShares 1-3 Year Treasury Bond ETF	3.98 mm	48.50 k shares	8.68	Common equity	Long	USA
SPY SPDR S&P 500 ETF Trust	3.22 mm	5.50 k shares	7.04	Common equity	Long	USA
GLD SPDR Gold Shares	3.02 mm	12.48 k shares	6.59	Common equity	Long	USA
BlackRock Fund Advisors	2.20 mm	42.14 k shares	4.80	Common equity	Long	USA
PowerShares Actively Managed Exchange-Traded Commodity Fund Trust	2.04 mm	157.00 k shares	4.45	Common equity	Long	USA
Select Sector SPDR Trust	2.02 mm	23.59 k shares	4.41	Common equity	Long	USA
Invesco S&P 500 Equal Weight ETF	1.40 mm	8.00 k shares	3.06	Common equity	Long	USA
Select Sector SPDR Trust	1.36 mm	10.33 k shares	2.97	Common equity	Long	USA
Select Sector SPDR Trust	1.26 mm	15.00 k shares	2.76	Common equity	Long	USA
iShares Biotechnology ETF	1.14 mm	8.65 k shares	2.50	Common equity	Long	USA
Select Sector SPDR Trust	1.12 mm	14.25 k shares	2.45	Common equity	Long	USA
Federated Hermes Government Obligations Fund, Premier Class	1.12 mm	1.12 mm shares	2.44	Short-term investment vehicle	Long	USA

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