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
51
$315K 0.28%
+671
52
$311K 0.28%
+2,208
53
$304K 0.27%
+2,464
54
$293K 0.26%
+3,013
55
$292K 0.26%
+1,831
56
$290K 0.26%
+1,219
57
$287K 0.26%
+2,176
58
$283K 0.26%
+1,977
59
$274K 0.25%
+1,254
60
$270K 0.24%
+301
61
$269K 0.24%
+1,758
62
$267K 0.24%
+728
63
$267K 0.24%
+491
64
$261K 0.24%
934
+145
65
$256K 0.23%
+820
66
$255K 0.23%
+1,073
67
$254K 0.23%
+7,119
68
$250K 0.23%
+5,285
69
$238K 0.22%
+616
70
$235K 0.21%
+1,105
71
$232K 0.21%
+902
72
$231K 0.21%
+10,321
73
$218K 0.2%
+741
74
$214K 0.19%
+1,177
75
$210K 0.19%
+903
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3
4