Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- WESTWOOD BROADMARK TACTICAL GROWTH FUND Ultimus Managers Trust · 9 lines · as of Apr 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | WESTWOOD BROADMARK TACTICAL GROWTH FUND |
|---|---|
| Select Sector Spdr Trust | 20.75 % |
| Invesco QQQ Trust Series 1 | 10.30 % |
| SPDR SERIES TRUST | 5.40 % |
| State Street SPDR S&P 500 ETF Trust | 5.24 % |
| Invesco S&P 500 Equal Weight ETF | 4.97 % |
| iShares MSCI Eurozone ETF | 4.88 % |
| VanEck Gold Miners ETF/USA | 4.23 % |
1 funds, 9 lines read.