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Upturn AI SWOT - About
VictoryShares WestEnd U.S. Sector ETF (MODL)
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Upturn Advisory Summary
06/03/2025: MODL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 28.12% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 06/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 33.81 - 42.92 | Updated Date 06/29/2025 |
52 Weeks Range 33.81 - 42.92 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares WestEnd U.S. Sector ETF
ETF Overview
Overview
The VictoryShares WestEnd U.S. Sector ETF is a fund designed to provide diversified exposure to the U.S. equity market by investing in a portfolio of sector ETFs, managed using a rules-based approach that seeks to optimize risk-adjusted returns across sectors.
Reputation and Reliability
VictoryShares is known for its rules-based, strategic beta ETFs. They have a generally solid reputation for innovation and transparent investment strategies.
Management Expertise
Victory Capital Management, the parent company, has extensive experience in managing various investment strategies including ETFs.
Investment Objective
Goal
To provide investment results that correspond to the performance of the WestEnd U.S. Sector Allocation Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a proprietary index that uses a quantitative model to allocate across U.S. sector ETFs.
Composition The ETF holds a diversified portfolio of U.S. sector ETFs, representing different sectors of the U.S. economy.
Market Position
Market Share: Data unavailable to compute exact market share due to proprietary allocation model, and indirect holdings.
Total Net Assets (AUM): 16430000
Competitors
Key Competitors
- XLK
- XLE
- XLF
- XLV
- XLI
- XLY
- XLP
- XLB
- XLRE
- XLU
Competitive Landscape
The competitive landscape is fragmented with many sector-specific ETFs. The advantage of WUSA is its strategic allocation model, which seeks to optimize sector exposure based on risk-adjusted returns. A disadvantage is that the additional layer of management fees may reduce returns compared to passive sector ETFs during strong bull markets in specific sectors.
Financial Performance
Historical Performance: Historical performance data needs to be sourced directly from financial data providers for a specific time period.
Benchmark Comparison: Benchmark comparison would be to its underlying index. This is not calculated in this response.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
Average trading volume data would need to be sourced directly from financial data providers for a specific time period.
Bid-Ask Spread
Bid-ask spread data would need to be sourced directly from financial data providers for a specific time period.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions significantly influence the performance of the ETF. Changes in interest rates, inflation, and geopolitical events can all impact sector valuations and allocations.
Growth Trajectory
The growth trajectory of the ETF depends on its ability to effectively allocate capital across sectors and adapt to changing market conditions. Changes to the underlying index methodology or sector allocation strategies could impact its performance.
Moat and Competitive Advantages
Competitive Edge
WUSAu2019s competitive advantage lies in its proprietary, rules-based sector allocation model, which aims to enhance risk-adjusted returns. This strategic approach seeks to capitalize on changing market dynamics. The fund's investment approach could lead to superior performance relative to static sector allocation strategies in certain market conditions. However, the fees involved in the active strategy can hinder potential gains during concentrated sector rallies.
Risk Analysis
Volatility
Volatility data is contingent on market conditions. Historical volatility can be sourced from financial data providers.
Market Risk
Market risk is inherent to sector ETFs, as sector performance is tied to economic cycles and specific industry trends. The ETF is exposed to the risks associated with the underlying sector ETFs it holds, including concentration risk within specific sectors.
Investor Profile
Ideal Investor Profile
The ideal investor for this ETF is one who seeks diversified exposure to the U.S. equity market through a strategic sector allocation approach and is comfortable with moderate levels of risk.
Market Risk
This ETF is suitable for long-term investors who are looking to diversify their portfolio and potentially enhance returns through active sector allocation.
Summary
The VictoryShares WestEnd U.S. Sector ETF offers investors a diversified approach to U.S. sector investing through its strategic, rules-based allocation model. The ETF aims to enhance risk-adjusted returns by actively managing sector exposure. Its performance is subject to market dynamics and the effectiveness of its sector allocation strategy. The ETF is suitable for investors seeking long-term growth and diversified exposure to the U.S. equity market through a sector rotation strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VictoryShares Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be based on your own research and consultation with a financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VictoryShares WestEnd U.S. Sector ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal circumstances, invests at least 80% of its total assets in U.S. equity securities of companies that are classified in one or more of the following sectors published by The GICS®: (1) Communication Services; (2) Consumer Discretionary; (3) Consumer Staples; (4) Energy; (5) Financials; (6) Health Care; (7) Industrials; (8) Information Technology; (9) Materials; (10) Real Estate; and (11) Utilities.
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.