WM

WESCAP Management Group, Inc.

13F
WESCAP Management Group, Inc.
Last update 2025-05-13 97 Stocks (3 new)
Value $410.00 Mil Turnover 2 %
Countries:
Top Holdings: RSP(8.46%)VCIT(6.86%)DBEF(6.25%)FNDF(5.56%)IAU(5.39%)
Summary Stock Picks Current Portfolio
WESCAP Management Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RSP
Invesco S&P 500 Equal Weight ETF
200,248
34,688.9
-1.64%
8.460
-0.14%
0.050
+14.29%
+6.18%
73,004.5
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
344,030
28,127.9
0%
6.860
0%
0.050
+4.31%
+4.56%
52,957.1
 
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
591,448
25,609.7
-3.34%
6.250
-0.21%
0.330
+13.27%
+9.88%
7,842.0
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
630,849
22,798.9
-1.14%
5.560
-0.06%
0.150
+16.46%
+22.04%
16,535.2
 
IAU
iShares Gold Trust
374,863
22,101.9
-3.89%
5.390
-0.18%
0.050
+3.84%
+27.85%
47,689.5
 
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
416,395
18,071.5
-1.45%
4.410
-0.06%
0.720
+14.03%
+6.08%
2,528.2
 
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
585,883
18,056.9
+0.77%
4.410
+0.03%
0.650
+2.29%
+2.67%
2,756.7
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
193,361
15,263.9
+17.65%
3.720
+0.56%
0.040
+2.54%
+3.54%
34,907.7
 
AAPL
Apple Inc
63,595
14,126.4
-16.63%
3.450
-0.77%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
SPGP
Invesco S&P 500 GARP ETF
132,867
13,270.8
-2.99%
3.240
-0.10%
0.470
+18.51%
+4.53%
2,845.2
 

WESCAP Management Group, Inc.'s Historical Top Holdings Breakdowns

WESCAP Management Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.77%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -16.63%
63,595
-12,683
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.56%
●
77.7 ($78.41) 78.94
$79.05
0.82%
Add 17.65%
193,361
29,014
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.44%
●
81.83 ($82.24) 82.73
$82.45
0.26%
Add 106.83%
42,360
21,879
XMHQ
Invesco S&P MidCap Quality ETF
2025-03-31
New Buy
New Buy
+0.32%
●
89.18 ($97.46) 104.04
$99.47
2.06%
New holding
14,289
14,289
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.30%
●
551.42 ($587.78) 612.93
$623.62
6.10%
Reduce -23.08%
6,914
-2,075
SCHM
Schwab U.S. Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.23%
●
25.58 ($27.85) 29.24
$28.61
2.73%
Reduce -19.06%
147,099
-34,649
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
2025-03-31
Reduce
Reduce
-0.21%
●
41.61 ($43.53) 44.72
$44.05
1.19%
Reduce -3.34%
591,448
-20,455
IAU
iShares Gold Trust
2025-03-31
Reduce
Reduce
-0.18%
●
49.74 ($54.09) 58.96
$63.30
17.03%
Reduce -3.89%
374,863
-15,181
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Add
Add
+0.17%
●
50.48 ($50.58) 50.68
$50.55
-0.06%
Add 7.9%
188,580
13,801
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-0.17%
●
47.4 ($50.6) 52.99
$56.87
12.39%
Reduce -7.54%
181,080
-14,776

WESCAP Management Group, Inc. Total Holding History ($B)

To

WESCAP Management Group, Inc.'s Asset Allocation

To

WESCAP Management Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WESCAP Management Group, Inc.'s Hypothetical Growth since 2025-03-31

WESCAP Management Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

WESCAP Management Group, Inc.'s Holdings Heat Map

Size field:

WESCAP Management Group, Inc.'s Holdings Bubble Chart

WESCAP Management Group, Inc. News

  • 1

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