WSFG
Wall Street Financial Group Portfolio holdings
AUM
$137M
1-Year Est. Return
26.02%
This Fund
S&P 500
1 Year Est. Return
+26.02%
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
AbbVie
ABBV
$374B
| – | – |
-1,893
|
|
||
102
Abbott
ABT
$158B
| – | – |
-1,560
|
|
||
103
Adobe
ADBE
$99.5B
| – | – |
-802
|
|
||
|
104
Advanced Micro Devices
AMD
$578B
| – | – |
-6,144
|
|
||
105
Amgen
AMGN
$187B
| – | – |
-990
|
|
||
106
Amazon
AMZN
$2.85T
| – | – |
-13,670
|
|
||
107
Alphabet (Google) Class C
GOOG
$4.62T
| – | – |
-6,501
|
|
||
|
108
Alphabet (Google) Class A
GOOGL
$4.66T
| – | – |
-7,355
|
|
||
|
HIVE
109
HIVE Digital Technologies
HIVE
$610M
| – | – |
-14,154
|
|