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
$137M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.26M
3
+$733K
4
NVDA icon
NVIDIA
NVDA
+$552K
5
FIX icon
Comfort Systems
FIX
+$497K

Top Sells

1
+$3M
2
+$1.79M
3
+$1.57M
4
AMD icon
Advanced Micro Devices
AMD
+$994K
5
ABBV icon
AbbVie
ABBV
+$438K

Sector Composition

1 Technology 25.13%
2 Financials 3.57%
3 Healthcare 3.28%
4 Communication Services 3.02%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
51
Lowe's Companies
LOW
$151B
$395K 0.29%
1,638
ISRG icon
52
Intuitive Surgical
ISRG
$180B
$394K 0.29%
696
+49
PGR icon
53
Progressive
PGR
$125B
$391K 0.29%
1,718
-212
LIN icon
54
Linde
LIN
$212B
$382K 0.28%
896
+25
CVX icon
55
Chevron
CVX
$342B
$373K 0.27%
2,449
-11
BAC icon
56
Bank of America
BAC
$383B
$367K 0.27%
6,665
+564
CRWD icon
57
CrowdStrike
CRWD
$112B
$361K 0.26%
770
+14
KO icon
58
Coca-Cola
KO
$316B
$357K 0.26%
5,104
+88
INTU icon
59
Intuit
INTU
$140B
$346K 0.25%
522
+25
PFXF icon
60
VanEck Preferred Securities ex Financials ETF
PFXF
$2.12B
$332K 0.24%
18,821
+3,053
GE icon
61
GE Aerospace
GE
$313B
$330K 0.24%
1,071
+52
QLD icon
62
ProShares Ultra QQQ
QLD
$11.1B
$330K 0.24%
4,684
-2,204
ORCL icon
63
Oracle
ORCL
$486B
$326K 0.24%
1,673
-555
GILD icon
64
Gilead Sciences
GILD
$173B
$322K 0.23%
2,620
+187
COF icon
65
Capital One
COF
$137B
$319K 0.23%
1,316
+106
TMUS icon
66
T-Mobile US
TMUS
$212B
$314K 0.23%
1,547
+25
HD icon
67
Home Depot
HD
$370B
$298K 0.22%
866
+59
PG icon
68
Procter & Gamble
PG
$348B
$297K 0.22%
2,072
+28
WFC icon
69
Wells Fargo
WFC
$280B
$292K 0.21%
3,132
+217
APP icon
70
Applovin
APP
$192B
$279K 0.2%
414
+116
GS icon
71
Goldman Sachs
GS
$282B
$278K 0.2%
316
+19
CEG icon
72
Constellation Energy
CEG
$104B
$266K 0.19%
+752
UNH icon
73
UnitedHealth
UNH
$265B
$259K 0.19%
785
+69
VDC icon
74
Vanguard Consumer Staples ETF
VDC
$7.67B
$259K 0.19%
1,228
-43
MRVL icon
75
Marvell Technology
MRVL
$69B
$257K 0.19%
3,023
+203
1 2
3
4 5