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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
MTZ icon
351
MasTec
MTZ
$29.1B
$41.8K 0.02%
+130
CCI icon
352
Crown Castle
CCI
$39.8B
$41.5K 0.02%
+511
OTIS icon
353
Otis Worldwide
OTIS
$27.7B
$41.5K 0.02%
+538
EXR icon
354
Extra Space Storage
EXR
$31.4B
$41.2K 0.02%
+314
BIIB icon
355
Biogen
BIIB
$29.2B
$41.1K 0.02%
+224
COR icon
356
Cencora
COR
$53.9B
$40.8K 0.02%
+130
RMD icon
357
ResMed
RMD
$28.6B
$40.6K 0.02%
+181
CRH icon
358
CRH
CRH
$75B
$40.6K 0.02%
+386
ECL icon
359
Ecolab
ECL
$75.7B
$40.4K 0.02%
+152
HCA icon
360
HCA Healthcare
HCA
$86.5B
$40.2K 0.02%
+85
TPR icon
361
Tapestry
TPR
$30.9B
$38.8K 0.02%
+275
ALAB icon
362
Astera Labs
ALAB
$63.8B
$38.6K 0.02%
+352
JBL icon
363
Jabil
JBL
$41.1B
$38.5K 0.02%
+145
TDG icon
364
TransDigm Group
TDG
$71.2B
$38.2K 0.02%
+33
DG icon
365
Dollar General
DG
$26B
$38.1K 0.02%
+321
CBOE icon
366
Cboe Global Markets
CBOE
$31.3B
$37.7K 0.02%
+134
SDY icon
367
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$37.2K 0.02%
+255
SWKS icon
368
Skyworks Solutions
SWKS
$11.5B
$37.2K 0.02%
+694
MGK icon
369
Vanguard Mega Cap Growth ETF
MGK
$33.8B
$37.1K 0.02%
+505
CRDO icon
370
Credo Technology Group
CRDO
$45.6B
$36.8K 0.02%
+392
STLD icon
371
Steel Dynamics
STLD
$40.7B
$36.7K 0.02%
+204
OMC icon
372
Omnicom Group
OMC
$21.9B
$36.5K 0.02%
+484
PSA icon
373
Public Storage
PSA
$56.9B
$36K 0.02%
+133
MTSI icon
374
MACOM Technology Solutions
MTSI
$29.5B
$35.8K 0.02%
+161
GLD icon
375
SPDR Gold Trust
GLD
$142B
$35.3K 0.02%
+82