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
$111M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.8M
3
+$2.51M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.68M

Top Sells

1
+$6.27M
2
+$2.97M
3
+$2.89M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.86M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.61M

Sector Composition

1 Technology 19.8%
2 Communication Services 4.67%
3 Consumer Discretionary 3.72%
4 Financials 3.24%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$861K 0.78%
20,312
+13,118
27
$810K 0.73%
818
+481
28
$805K 0.73%
18,151
+5,510
29
$754K 0.68%
1,553
+1,133
30
$738K 0.67%
7,437
-427
31
$620K 0.56%
+2,138
32
$541K 0.49%
+3,814
33
$539K 0.49%
+1,518
34
$529K 0.48%
1,983
+174
35
$493K 0.45%
11,240
-8,588
36
$454K 0.41%
7,712
+1,406
37
$450K 0.41%
+2,167
38
$440K 0.4%
+4,082
39
$415K 0.37%
+5,979
40
$405K 0.37%
+2,542
41
$360K 0.33%
1,645
-334
42
$355K 0.32%
+1,911
43
$352K 0.32%
1,587
+328
44
$350K 0.32%
+4,953
45
$347K 0.31%
+618
46
$339K 0.31%
+873
47
$332K 0.3%
+651
48
$323K 0.29%
+3,307
49
$318K 0.29%
+1,736
50
$317K 0.29%
+403
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