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WSFG

Wall Street Financial Group Portfolio holdings

AUM $169M
1-Year Est. Return 31.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$2.98M
3 +$2.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.08M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.55M

Top Sells

1 +$3.01M
2 +$1.52M
3 +$741K
4
AVGO icon
Broadcom
AVGO
+$606K
5
MSFT icon
Microsoft
MSFT
+$591K

Sector Composition

1 Technology 20.09%
2 Financials 5.12%
3 Communication Services 4.93%
4 Industrials 4.56%
5 Healthcare 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XYZ
226
Block Inc
XYZ
$41.4B
$79.6K 0.05%
+1,323
SMH icon
227
VanEck Semiconductor ETF
SMH
$70.8B
$79K 0.05%
+206
HLT icon
228
Hilton Worldwide
HLT
$78.8B
$78.5K 0.05%
+258
ADSK icon
229
Autodesk
ADSK
$41.9B
$78.3K 0.05%
+327
STX icon
230
Seagate
STX
$211B
$78K 0.05%
+199
AEE icon
231
Ameren
AEE
$30.2B
$77.9K 0.05%
+709
PPL icon
232
PPL Corp
PPL
$27B
$76.3K 0.05%
+1,998
SNDK
233
Sandisk
SNDK
$293B
$76.2K 0.05%
+120
BKNG icon
234
Booking.com
BKNG
$128B
$75.8K 0.04%
+450
CTAS icon
235
Cintas
CTAS
$70.5B
$75.8K 0.04%
+448
GEHC icon
236
GE HealthCare
GEHC
$29.6B
$73.1K 0.04%
+1,027
CNP icon
237
CenterPoint Energy
CNP
$28.1B
$71.7K 0.04%
+1,661
IDXX icon
238
Idexx Laboratories
IDXX
$44.2B
$71.4K 0.04%
+127
DTE icon
239
DTE Energy
DTE
$30.7B
$70.5K 0.04%
+482
KDP icon
240
Keurig Dr Pepper
KDP
$43.1B
$70K 0.04%
+2,659
EQIX icon
241
Equinix
EQIX
$104B
$69.6K 0.04%
+71
TMFC icon
242
Motley Fool 100 Index ETF
TMFC
$2B
$68.7K 0.04%
+1,042
ENTG icon
243
Entegris
ENTG
$22.9B
$68.6K 0.04%
+585
ES icon
244
Eversource Energy
ES
$25.8B
$68K 0.04%
+982
CINF icon
245
Cincinnati Financial
CINF
$26.1B
$68K 0.04%
+432
TTWO icon
246
Take-Two Interactive
TTWO
$39.3B
$67.7K 0.04%
+343
CTSH icon
247
Cognizant
CTSH
$24.7B
$67.4K 0.04%
+1,098
SHOP icon
248
Shopify
SHOP
$140B
$67.1K 0.04%
+566
ATO icon
249
Atmos Energy
ATO
$28.4B
$67.1K 0.04%
+363
NRG icon
250
NRG Energy
NRG
$26.5B
$66.9K 0.04%
+458