We are live on ! Find out more
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
$136M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.33M
3
+$1.34M
4
MSFT icon
Microsoft
MSFT
+$1.12M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$772K

Top Sells

1
+$1.03M
2
+$805K
3
+$746K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$532K
5
VFH icon
Vanguard Financials ETF
VFH
+$503K

Sector Composition

1 Technology 24.35%
2 Communication Services 5.59%
3 Consumer Discretionary 4.44%
4 Financials 3.33%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.75%
8,520
+1,840
27
$994K 0.73%
6,144
+2,330
28
$918K 0.67%
992
+174
29
$825K 0.61%
1,641
+88
30
$793K 0.58%
+5,867
31
$781K 0.57%
17,490
-2,822
32
$777K 0.57%
2,464
+326
33
$702K 0.52%
6,811
+3,504
34
$627K 0.46%
2,228
+974
35
$609K 0.45%
3,709
+1,167
36
$570K 0.42%
1,669
+151
37
$545K 0.4%
2,969
+802
38
$545K 0.4%
3,256
+792
39
$529K 0.39%
3,947
+934
40
$526K 0.39%
4,669
+587
41
$504K 0.37%
+3,618
42
$496K 0.36%
7,251
+1,272
43
$488K 0.36%
14,532
+4,211
44
$477K 0.35%
1,930
-53
45
$473K 0.35%
6,888
-824
46
$469K 0.34%
983
+110
47
$440K 0.32%
2,150
+414
48
$440K 0.32%
+1,824
49
$438K 0.32%
1,893
-18
50
$430K 0.32%
399
+98
1
2
3 4 5