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Home > Institutional Investor > Wescap Management Group, Inc. > Profile

Instuitional Investor - Wescap Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Wescap Management Group, Inc.
Portfolio Value $310,325,362
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 193,273 $30,498,530 9.82%
2.
Dbx Etf Tr
 526,553 $19,471,950 6.27%
3.
Schwab Strategic Trust
 FNDF 568,216 $19,165,947 6.17%
4.
Ishares Trust
 IAU 451,670 $17,628,680 5.68%
5.
Wisdomtree Tr
 400,009 $16,796,402 5.41%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)