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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
LMT icon
76
Lockheed Martin
LMT
$125B
$320K 0.19%
+529
PGR icon
77
Progressive
PGR
$119B
$305K 0.18%
1,540
-178
GILD icon
78
Gilead Sciences
GILD
$156B
$303K 0.18%
2,173
-447
GEV icon
79
GE Vernova
GEV
$253B
$301K 0.18%
+345
VDC icon
80
Vanguard Consumer Staples ETF
VDC
$8.04B
$273K 0.16%
1,217
-11
GS icon
81
Goldman Sachs
GS
$314B
$273K 0.16%
323
+7
CRWD icon
82
CrowdStrike
CRWD
$174B
$272K 0.16%
696
-74
PM icon
83
Philip Morris
PM
$287B
$267K 0.16%
1,612
+253
ASML icon
84
ASML
ASML
$718B
$264K 0.16%
200
-34
UNH icon
85
UnitedHealth
UNH
$371B
$262K 0.16%
968
+183
MPWR icon
86
Monolithic Power Systems
MPWR
$77.5B
$261K 0.15%
239
+7
BA icon
87
Boeing
BA
$173B
$254K 0.15%
+1,277
MO icon
88
Altria Group
MO
$120B
$254K 0.15%
+3,847
HON icon
89
Honeywell
HON
$140B
$253K 0.15%
1,120
-149
WFC icon
90
Wells Fargo
WFC
$256B
$253K 0.15%
3,181
+49
BMY icon
91
Bristol-Myers Squibb
BMY
$117B
$249K 0.15%
+4,112
ISRG icon
92
Intuitive Surgical
ISRG
$146B
$247K 0.15%
535
-161
PFE icon
93
Pfizer
PFE
$149B
$243K 0.14%
8,647
+103
TER icon
94
Teradyne
TER
$63.1B
$235K 0.14%
+792
COF icon
95
Capital One
COF
$115B
$231K 0.14%
1,264
-52
SPSK icon
96
SP Funds Dow Jones Global Sukuk ETF
SPSK
$563M
$230K 0.14%
12,862
+11
TMUS icon
97
T-Mobile US
TMUS
$205B
$227K 0.13%
1,082
-465
NXPI icon
98
NXP Semiconductors
NXPI
$77B
$224K 0.13%
1,139
+44
MCHP icon
99
Microchip Technology
MCHP
$51.6B
$221K 0.13%
3,420
-324
SO icon
100
Southern Company
SO
$106B
$220K 0.13%
+2,281
2 3
4
5 6