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 PLUS FUND Ultimus Managers Trust · 4 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 PLUS FUND |
|---|---|
| Invesco S&P 500 Equal Weight ETF | 12.15 % |
| SPDR SERIES TRUST | 5.54 % |
| Select Sector Spdr Trust | 4.99 % |
| VanEck Gold Miners ETF/USA | 4.40 % |
1 funds, 4 lines read.