WSFG

Wall Street Financial Group Portfolio holdings

AUM $137M
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
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
26
$487K 0.5%
1,878
-167
27
$433K 0.45%
1,979
-383
28
$416K 0.43%
721
+138
29
$336K 0.35%
7,194
-1,904
30
$319K 0.33%
337
+45
31
$306K 0.32%
1,828
+460
32
$294K 0.3%
1,259
+82
33
$280K 0.29%
6,306
+1,210
34
$235K 0.24%
13,999
+259
35
$230K 0.24%
1,473
+374
36
$224K 0.23%
+420
37
$223K 0.23%
+1,443
38
$213K 0.22%
4,359
-207
39
$211K 0.22%
+2,260
40
$204K 0.21%
+789
41
$184K 0.19%
10,211
+125
42
– –
-10,565
43
– –
-34,785
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