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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
IYK icon
26
iShares US Consumer Staples ETF
IYK
$1.61B
$1.55M 0.92%
22,074
+1,302
VPU
27
Vanguard Utilities ETF
VPU
$8.56B
$1.43M 0.85%
7,220
-804
WMT icon
28
Walmart Inc
WMT
$963B
$1.19M 0.7%
9,567
+2,411
XLE icon
29
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$1.12M 0.67%
18,360
+554
JPST icon
30
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$1.12M 0.67%
22,188
+7,493
AMD icon
31
Advanced Micro Devices
AMD
$834B
$1.04M 0.61%
+5,103
MU icon
32
Micron Technology
MU
$1.11T
$1.01M 0.6%
2,984
-580
XMMO icon
33
Invesco S&P MidCap Momentum ETF
XMMO
$7.57B
$968K 0.57%
6,678
+399
XLV icon
34
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$933K 0.55%
6,363
+1,964
HBT icon
35
HBT Financial
HBT
$1.11B
$901K 0.53%
+33,735
JPM icon
36
JPMorgan Chase
JPM
$859B
$895K 0.53%
3,042
+347
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.06T
$882K 0.52%
1,841
+118
COST icon
38
Costco
COST
$436B
$875K 0.52%
878
-127
XOM icon
39
Exxon Mobil
XOM
$609B
$858K 0.51%
5,059
+252
SPYM
40
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$800K 0.47%
10,452
+3,649
AMAT icon
41
Applied Materials
AMAT
$450B
$780K 0.46%
2,283
-43
FIX icon
42
Comfort Systems
FIX
$66.1B
$764K 0.45%
554
+22
LRCX icon
43
Lam Research
LRCX
$459B
$749K 0.44%
3,507
-433
CAT icon
44
Caterpillar
CAT
$419B
$746K 0.44%
1,053
+60
NFLX icon
45
Netflix
NFLX
$338B
$706K 0.42%
7,341
-2,034
CVX icon
46
Chevron
CVX
$373B
$655K 0.39%
3,168
+719
CSCO icon
47
Cisco
CSCO
$477B
$624K 0.37%
8,047
+178
GE icon
48
GE Aerospace
GE
$350B
$609K 0.36%
2,147
+1,076
TXN icon
49
Texas Instruments
TXN
$274B
$600K 0.36%
3,093
+55
JNJ icon
50
Johnson & Johnson
JNJ
$580B
$583K 0.35%
2,385
+158
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