WB

WESTWOOD BROADMARK TACTICAL GROWTH FUND | FTGOX

Mutual Fund
WESTWOOD BROADMARK TACTICAL GROWTH FUND
Last update 2025-03-27 8 Stocks (1 new)
Value $75.00 Mil Turnover 11 %
Countries:
Top Holdings: SPY(22.07%)XLC(18.97%)XLU(12.98%)XLF(12.47%)QQQ(11.38%)
Summary Stock Picks Current Portfolio
WESTWOOD BROADMARK TACTICAL GROWTH FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJH 		iShares Core S&P Mid-Cap ETF2024-10-31Sold Out
-16.18%
●
57.32 ($61.21) 63.91
$60.04
-1.91%
Sold Out
0
-275,229
SPY 		SPDR S&P 500 ETF Trust2024-10-31Reduce
-15.29%
●
517.38 ($561.89) 584.59
$589.39
4.89%
Reduce -38.46%
46,824
-29,268
XLP 		Consumer Staples Select Sector SPDR2024-10-31New Buy
+11.32%
●
77.7 ($81.64) 84.26
$82.83
1.46%
New holding
155,278
155,278
XLF 		Financial Select Sector SPDR2024-10-31New Buy
+7.71%
●
40.84 ($44.97) 47.62
$50.96
13.32%
New holding
182,314
182,314
IWM 		iShares Russell 2000 ETF2024-10-31New Buy
+7.40%
●
201.98 ($216.26) 226.74
$205.07
-5.17%
New holding
37,342
37,342
XLC 		Communication Services Select Sector SPDR Fund2024-10-31Add
+2.77%
●
82.31 ($88.04) 92.85
$101.40
15.17%
Add 31.14%
139,503
33,123
XLV 		Health Care Select Sector SPDR2024-10-31Add
+2.59%
●
146.01 ($152.84) 157.24
$132.64
-13.22%
Add 31.02%
81,753
19,358
RSP 		Invesco S&P 500 Equal Weight ETF2024-07-31Reduce
-43.47%
●
161.64 ($166.05) 171.71
$176.43
6.25%
Reduce -68.31%
109,777
-236,652
IJH 		iShares Core S&P Mid-Cap ETF2024-07-31New Buy
+16.18%
●
57.73 ($59.41) 62.25
$60.04
1.06%
New holding
275,229
275,229
XLV 		Health Care Select Sector SPDR2024-07-31New Buy
+8.86%
●
140.48 ($145.83) 150.54
$132.64
-9.04%
New holding
62,395
62,395

WESTWOOD BROADMARK TACTICAL GROWTH FUND Total Holding History ($B)

To

WESTWOOD BROADMARK TACTICAL GROWTH FUND's Asset Allocation

To

WESTWOOD BROADMARK TACTICAL GROWTH FUND Past Portfolios

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

Top Ranked Articles

  • 1

WESTWOOD BROADMARK TACTICAL GROWTH FUND's Hypothetical Growth since 2025-01-31

WESTWOOD BROADMARK TACTICAL GROWTH FUND's Yearly Returns

Year Portfolio % % Excess Gain %

WESTWOOD BROADMARK TACTICAL GROWTH FUND News

  • 1

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