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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
MET icon
276
MetLife
MET
$57.2B
$57.6K 0.03%
+814
BX icon
277
Blackstone
BX
$150B
$57.1K 0.03%
+497
BNY
278
Bank of New York Mellon
BNY
$98.8B
$56.9K 0.03%
+480
KEYS icon
279
Keysight
KEYS
$59.9B
$56.5K 0.03%
+200
KMI icon
280
Kinder Morgan
KMI
$71.1B
$56.3K 0.03%
+1,680
TFC icon
281
Truist Financial
TFC
$64.4B
$55K 0.03%
+1,196
WAB icon
282
Wabtec
WAB
$45B
$55K 0.03%
+220
DOV icon
283
Dover
DOV
$29.3B
$54.8K 0.03%
+263
EBAY icon
284
eBay
EBAY
$48.2B
$54.3K 0.03%
+597
NKE icon
285
Nike
NKE
$66.5B
$54.2K 0.03%
+1,026
STT icon
286
State Street
STT
$46.4B
$54.2K 0.03%
+428
VRSK icon
287
Verisk Analytics
VRSK
$24.1B
$54.1K 0.03%
+285
KR icon
288
Kroger
KR
$39.9B
$53.9K 0.03%
+745
EW icon
289
Edwards Lifesciences
EW
$49B
$53.7K 0.03%
+671
PNC icon
290
PNC Financial Services
PNC
$95.4B
$53.7K 0.03%
+258
TEL icon
291
TE Connectivity
TEL
$61.4B
$53.5K 0.03%
+256
NUE icon
292
Nucor
NUE
$60.7B
$53.4K 0.03%
+316
MSI icon
293
Motorola Solutions
MSI
$68.4B
$52.9K 0.03%
+122
NDAQ icon
294
Nasdaq
NDAQ
$50.3B
$52.6K 0.03%
+620
SHW icon
295
Sherwin-Williams
SHW
$78.3B
$52.6K 0.03%
+164
DLR icon
296
Digital Realty Trust
DLR
$64.7B
$52.1K 0.03%
+289
KVUE icon
297
Kenvue
KVUE
$34.8B
$52.1K 0.03%
+3,022
CAH icon
298
Cardinal Health
CAH
$52.4B
$52K 0.03%
+246
A icon
299
Agilent Technologies
A
$36.7B
$52K 0.03%
+456
TRGP icon
300
Targa Resources
TRGP
$58.5B
$51.1K 0.03%
+204