Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
VictoryShares WestEnd U.S. Sector ETF(MODL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MODL
10/28/2026: MODL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The VictoryShares WestEnd U.S. Sector ETF (MODL) is an actively managed fund that employs a tactical approach to rotate across U.S. equity sectors based on macroeconomic signals. Its primary strength is the potential for outperformance through active management, though this comes with a higher expense ratio and the risk of manager misjudgment. It is best used as a tactical sleeve within a broader portfolio for investors seeking to capture sector momentum. Key risks include equity market volatility, sector concentration, and the higher cost structure compared to passive alternatives. The fund is most suitable for investors who value active professional oversight over passive, low-cost index tracking.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on capturing sector growth trends that have the potential to outperform the broader market. |
| Momentum investor | Strong fit while signal remains positive | The tactical process often allocates to sectors showing strong relative strength and momentum characteristics. |
| Value investor | Mixed fit | Value-oriented investors may find the tactical rotation too frequent or growth-tilted compared to dedicated value strategies. |
| Dividend/Income investor | Weak fit | The fund's primary goal is capital appreciation rather than consistent dividend income generation. |
| Low-risk investor | Mixed fit | While it seeks to mitigate risk through rotation, it remains 100% equity-exposed and carries inherent market volatility. |
Investor Profile
Ideal Investor Profile
Investors looking for a core-satellite or tactical equity component who believe in the ability of professional management to navigate sector cycles.
Suitability
Best for long-term investors seeking active management to potentially improve risk-adjusted returns.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Tactical shifts can lead to concentrated bets that may cause performance to diverge from the broader market. |
| Market risk | High | The ETF is fully invested in equities and is subject to the systemic risks of the U.S. stock market. |
| Concentration | Medium | At times, the portfolio may hold large positions in specific sectors, increasing sensitivity to those areas. |
| Tracking/expense | Medium | The higher expense ratio compared to passive ETFs requires consistent alpha generation to justify costs. |
| Liquidity | Low | The underlying assets are highly liquid, posing minimal liquidity risk to the fund structure. |
| Business/sector quality | Medium | Risk is tied to the management team's accuracy in identifying sector leadership and business cycle turns. |
Risk Analysis
Volatility
MODL exhibits moderate to high volatility, largely dependent on the current sector allocations and broad equity market sentiment.
Market Risk
The fund is fully exposed to equity market risk; significant downturns in U.S. stocks will negatively impact the portfolio regardless of sector allocation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | U.S. Equity ETFs (Diversified Sector Exposure) | 98 | The fund holds a basket of sector-specific ETFs that are tactically adjusted based on the manager's macroeconomic outlook. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is maintained for liquidity and to facilitate tactical trades. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 47.58% | Avg. Invested days 83 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.