WSFG

Wall Street Financial Group Portfolio holdings

AUM $96.5M
1-Year Est. Return 9.03%
This Quarter Est. Return
1 Year Est. Return
+9.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.5M
AUM Growth
-$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$647K
3
+$408K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$224K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$223K

Top Sells

1
+$1.33M
2
+$1.09M
3
+$850K
4
VHT icon
Vanguard Health Care ETF
VHT
+$846K
5
PLTR icon
Palantir
PLTR
+$534K

Sector Composition

1 Technology 5.46%
2 Healthcare 1.5%
3 Consumer Discretionary 1.39%
4 Communication Services 1.12%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.59T
$487K 0.5%
1,878
-167
VDC icon
27
Vanguard Consumer Staples ETF
VDC
$7.37B
$433K 0.45%
1,979
-383
META icon
28
Meta Platforms (Facebook)
META
$1.64T
$416K 0.43%
721
+138
XLE icon
29
State Street Energy Select Sector SPDR ETF
XLE
$26.7B
$336K 0.35%
3,597
-952
COST icon
30
Costco
COST
$380B
$319K 0.33%
337
+45
AVGO icon
31
Broadcom
AVGO
$1.61T
$306K 0.32%
1,828
+460
LOW icon
32
Lowe's Companies
LOW
$140B
$294K 0.3%
1,259
+82
QLD icon
33
ProShares Ultra QQQ
QLD
$10.6B
$280K 0.29%
6,306
+1,210
PFXF icon
34
VanEck Preferred Securities ex Financials ETF
PFXF
$2.05B
$235K 0.24%
13,999
+259
GOOG icon
35
Alphabet (Google) Class C
GOOG
$3.7T
$230K 0.24%
1,473
+374
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.08T
$224K 0.23%
+420
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.69T
$223K 0.23%
+1,443
HLAL icon
38
Wahed FTSE USA Shariah ETF
HLAL
$704M
$213K 0.22%
4,359
-207
NFLX icon
39
Netflix
NFLX
$401B
$211K 0.22%
+2,260
VO icon
40
Vanguard Mid-Cap ETF
VO
$90.1B
$204K 0.21%
+789
SPSK icon
41
SP Funds Dow Jones Global Sukuk ETF
SPSK
$441M
$184K 0.19%
10,211
+125
APA icon
42
APA Corp
APA
$8.56B
– –
-10,565
IXC icon
43
iShares Global Energy ETF
IXC
$1.81B
– –
-34,785
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