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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
$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
51
$425K 0.31%
9,478
-1,762
52
$419K 0.31%
736
+118
53
$414K 0.3%
871
+200
54
$412K 0.3%
1,638
+51
55
$387K 0.28%
2,759
+583
56
$382K 0.28%
2,460
+483
57
$378K 0.28%
2,038
+280
58
$371K 0.27%
756
+105
59
$364K 0.27%
1,522
+303
60
$357K 0.26%
1,453
+380
61
$351K 0.26%
2,205
-3
62
$339K 0.25%
497
+94
63
$333K 0.24%
5,016
+63
64
$327K 0.24%
807
+79
65
$315K 0.23%
6,101
+816
66
$314K 0.23%
2,044
+213
67
$307K 0.23%
1,019
+117
68
$289K 0.21%
647
+156
69
$283K 0.21%
802
+186
70
$281K 0.21%
+3,584
71
$280K 0.21%
+15,768
72
$279K 0.21%
990
+258
73
$272K 0.2%
1,271
-374
74
$270K 0.2%
2,433
+620
75
$261K 0.19%
1,314
+356
1 2
3
4 5