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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
TSEM icon
376
Tower Semiconductor
TSEM
$29.7B
$35.1K 0.02%
+200
XRPZ
377
Franklin XRP ETF
XRPZ
$175M
$35K 0.02%
+2,397
WTW icon
378
Willis Towers Watson
WTW
$24.8B
$34.9K 0.02%
+120
COIN icon
379
Coinbase
COIN
$42.1B
$34K 0.02%
+195
ETHA
380
iShares Ethereum Trust ETF
ETHA
$4.74B
$33.3K 0.02%
+2,105
UTES icon
381
Virtus Reaves Utilities ETF
UTES
$1.35B
$32.4K 0.02%
+405
PDD icon
382
Pinduoduo
PDD
$116B
$32.2K 0.02%
+315
DGRO icon
383
iShares Core Dividend Growth ETF
DGRO
$41B
$31.9K 0.02%
+454
CTRA
384
DELISTED
Coterra Energy
CTRA
$31.7K 0.02%
+903
WINN icon
385
Harbor Long-Term Growers ETF
WINN
$1.1B
$31.1K 0.02%
+1,121
CVNA icon
386
Carvana
CVNA
$45.9B
$30.8K 0.02%
+490
BIBL icon
387
Inspire 100 ETF
BIBL
$476M
$30.3K 0.02%
+643
WAT icon
388
Waters Corp
WAT
$34.9B
$30.1K 0.02%
+101
RKLB icon
389
Rocket Lab Corp
RKLB
$64B
$28.3K 0.02%
+440
AMP icon
390
Ameriprise Financial
AMP
$41.3B
$28K 0.02%
+63
AEIS icon
391
Advanced Energy
AEIS
$14.2B
$27.4K 0.02%
+85
EZET
392
Franklin Ethereum ETF
EZET
$33.4M
$27.2K 0.02%
+1,713
HUBB icon
393
Hubbell
HUBB
$25.2B
$27K 0.02%
+55
GIS icon
394
General Mills
GIS
$18.4B
$26.4K 0.02%
+710
RF icon
395
Regions Financial
RF
$25B
$26.1K 0.02%
+999
MSCI icon
396
MSCI
MSCI
$43.6B
$24.8K 0.01%
+46
CCEP icon
397
Coca-Cola Europacific Partners
CCEP
$44B
$24.7K 0.01%
+272
UMC icon
398
United Microelectronic
UMC
$54.3B
$24.2K 0.01%
+2,695
VYMI icon
399
Vanguard International High Dividend Yield ETF
VYMI
$19.7B
$23.8K 0.01%
+253
IAU icon
400
iShares Gold Trust
IAU
$65.4B
$23.5K 0.01%
+267