WSFG
Wall Street Financial Group Portfolio holdings
AUM
$137M
1-Year Est. Return
26.01%
This Fund
S&P 500
1 Year Est. Return
+26.01%
AUM
$137M
AUM Growth
+$1.08M
(+0.79%)
Holding
109
Top Buys
| 1 | +$1.29M | |
| 2 | +$1.26M | |
| 3 | +$745K | |
| 4 |
NVIDIA
NVDA
|
+$551K |
| 5 |
Comfort Systems
FIX
|
+$491K |
Top Sells
| 1 | +$3M | |
| 2 | +$1.79M | |
| 3 | +$1.57M | |
| 4 |
Advanced Micro Devices
AMD
|
+$994K |
| 5 |
AbbVie
ABBV
|
+$438K |
Sector Composition
| 1 | Technology | 25.13% |
| 2 | Financials | 3.57% |
| 3 | Healthcare | 3.28% |
| 4 | Communication Services | 3.02% |
| 5 | Consumer Discretionary | 2.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Abbott
ABT
$191B
| – | – |
-1,560
|
|
||
102
Adobe
ADBE
$103B
| – | – |
-802
|
|
||
|
103
Advanced Micro Devices
AMD
$321B
| – | – |
-6,144
|
|
||
104
Amgen
AMGN
$197B
| – | – |
-990
|
|
||
105
Amazon
AMZN
$2.27T
| – | – |
-13,670
|
|
||
106
Alphabet (Google) Class C
GOOG
$3.68T
| – | – |
-6,501
|
|
||
|
107
Alphabet (Google) Class A
GOOGL
$3.7T
| – | – |
-7,355
|
|
||
|
HIVE
108
HIVE Digital Technologies
HIVE
$557M
| – | – |
-14,154
|
|
||
109
Mondelez International
MDLZ
$73.3B
| – | – |
-3,428
|
|