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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
76
$257K 0.19%
1,210
+105
77
$252K 0.19%
8,026
+907
78
$247K 0.18%
716
-104
79
$244K 0.18%
+2,915
80
$241K 0.18%
+1,058
81
$237K 0.17%
+2,820
82
$237K 0.17%
+297
83
$236K 0.17%
+5,124
84
$232K 0.17%
+1,141
85
$230K 0.17%
+298
86
$225K 0.17%
+3,507
87
$222K 0.16%
863
+122
88
$222K 0.16%
3,871
+122
89
$221K 0.16%
1,364
+187
90
$214K 0.16%
+3,428
91
$213K 0.16%
+898
92
$211K 0.15%
+8,270
93
$210K 0.15%
+217
94
$209K 0.15%
1,560
+86
95
$207K 0.15%
+225
96
$207K 0.15%
11,192
+1,105
97
$206K 0.15%
+1,234
98
$205K 0.15%
+3,260
99
$205K 0.15%
+1,897
100
$200K 0.15%
+7,089
1 2 3
4
5