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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
$111M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.44M
3
+$2.43M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$2.41M
5
AMZN icon
Amazon
AMZN
+$1.51M

Top Sells

1
+$5.5M
2
+$2.84M
3
+$2.78M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.67M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.45M

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
76
$204K 0.18%
+732
77
$202K 0.18%
+3,749
78
$201K 0.18%
+1,813
79
$200K 0.18%
+1,474
80
$184K 0.17%
10,087
-124
81
– –
-8,064
82
– –
-4,359
83
– –
-13,999
84
– –
-17,123
1 2 3
4