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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 $535,805,047
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 200,920 $42,749,863 7.98%
2.
Schwab Strategic Trust
 SCHD 641,812 $33,862,036 6.32%
3.
Ishares Trust
 IAU 421,606 $31,835,469 5.94%
4.
Vanguard Scottsdale Funds
 VCIT 370,956 $30,659,513 5.72%
5.
Dbx Etf Tr - XTRACK MSCI EAFE
 555,769 $30,361,689 5.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.