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
$58.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$7.45M
2 +$6.72M
3 +$4.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.5M
5
VFH icon
Vanguard Financials ETF
VFH
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.48%
2 Technology 8.37%
3 Financials 1.2%
4 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$238K 0.4%
+907
27
$214K 0.36%
+2,345