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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
$169M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$2.98M
3 +$2.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.08M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.55M

Top Sells

1 +$3.01M
2 +$1.52M
3 +$741K
4
AVGO icon
Broadcom
AVGO
+$606K
5
MSFT icon
Microsoft
MSFT
+$591K

Sector Composition

1 Technology 20.09%
2 Financials 5.12%
3 Communication Services 4.93%
4 Industrials 4.56%
5 Healthcare 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HLIO icon
476
Helios Technologies
HLIO
$2.8B
$8.61K 0.01%
+133
CAG icon
477
Conagra Brands
CAG
$6.57B
$8.55K 0.01%
+544
AES icon
478
AES
AES
$10.5B
$8.54K 0.01%
+606
PL icon
479
Planet Labs
PL
$11.1B
$8.41K 0.01%
+301
ZS icon
480
Zscaler
ZS
$20.9B
$8.28K ﹤0.01%
+59
KEN icon
481
Kenon Holdings
KEN
$3.78B
$8.24K ﹤0.01%
+100
HEI.A icon
482
HEICO Corp Class A
HEI.A
$34.5B
$8.02K ﹤0.01%
+38
COLB icon
483
Columbia Banking Systems
COLB
$9.06B
$7.98K ﹤0.01%
+291
CAMT icon
484
Camtek
CAMT
$8.9B
$7.58K ﹤0.01%
+50
MTD icon
485
Mettler-Toledo International
MTD
$22.9B
$7.57K ﹤0.01%
+6
Q
486
Qnity Electronics Inc
Q
$31.5B
$7.5K ﹤0.01%
+65
WTRG icon
487
Essential Utilities
WTRG
$10.6B
$7.37K ﹤0.01%
+183
CSGP icon
488
CoStar Group
CSGP
$13.4B
$7.22K ﹤0.01%
+179
IXC icon
489
iShares Global Energy ETF
IXC
$2.51B
$6.63K ﹤0.01%
+115
DINO icon
490
HF Sinclair
DINO
$12.8B
$6.49K ﹤0.01%
+104
INSM icon
491
Insmed
INSM
$21.2B
$6.21K ﹤0.01%
+38
QRVO icon
492
Qorvo
QRVO
$8.68B
$6.12K ﹤0.01%
+79
UGI icon
493
UGI
UGI
$7.51B
$6.05K ﹤0.01%
+166
P
494
Everpure Inc
P
$24B
$5.9K ﹤0.01%
+100
TEAM icon
495
Atlassian
TEAM
$22.5B
$5.87K ﹤0.01%
+86
SOLS
496
Solstice Advanced Materials
SOLS
$13.2B
$5.86K ﹤0.01%
+77
PLAB icon
497
Photronics
PLAB
$1.87B
$5.86K ﹤0.01%
+145
ALB icon
498
Albemarle
ALB
$20.1B
$5.76K ﹤0.01%
+32
PNW icon
499
Pinnacle West Capital
PNW
$12.5B
$5.64K ﹤0.01%
+56
SATL icon
500
Satellogic
SATL
$987M
$5.5K ﹤0.01%
+1,012