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WesMark Tactical Opportunity Fund

Fund Profile

Fund profile

Tickers

WMKTX

Fund manager

Total assets

$48.51 mm

Liabilities

$51.41 k

Net assets

$48.46 mm

Number of holdings

15.00

15 Holdings

As of Sep 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
iShares iBoxx $ Investment Grade Corporate Bond ETF	6.67 mm	59.04 k shares	13.76	Common equity	Long	USA
iShares Core U.S. Aggregate Bond ETF	6.48 mm	63.95 k shares	13.36	Common equity	Long	USA
iShares 1-3 Year Treasury Bond ETF	6.05 mm	72.79 k shares	12.49	Common equity	Long	USA
VIS Vanguard Industrials Index Fund	5.43 mm	42.34 k shares	11.21	Common equity	Long	USA
SPY SPDR S&P 500 ETF Trust	4.50 mm	7.84 k shares	9.28	Common equity	Long	USA
iShares Russell 2000 ETF	4.01 mm	18.13 k shares	8.27	Common equity	Long	USA
GLD SPDR Gold Shares	3.03 mm	12.48 k shares	6.26	Common equity	Long	USA
BlackRock Fund Advisors	2.41 mm	42.14 k shares	4.98	Common equity	Long	USA
PowerShares Actively Managed Exchange-Traded Commodity Fund Trust	2.11 mm	157.00 k shares	4.35	Common equity	Long	USA
Select Sector SPDR Trust	2.07 mm	23.59 k shares	4.27	Common equity	Long	USA
Select Sector SPDR Trust	1.40 mm	10.33 k shares	2.89	Common equity	Long	USA
Select Sector SPDR Trust	1.34 mm	29.48 k shares	2.76	Common equity	Long	USA
iShares Biotechnology ETF	1.26 mm	8.65 k shares	2.60	Common equity	Long	USA
Select Sector SPDR Trust	1.18 mm	14.25 k shares	2.44	Common equity	Long	USA
Federated Hermes Government Obligations Fund, Premier Class	501.20 k	501.20 k shares	1.03	Short-term investment vehicle	Long	USA

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