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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
ORCL icon
101
Oracle
ORCL
$530B
$220K 0.13%
1,495
-178
CEG icon
102
Constellation Energy
CEG
$90.6B
$218K 0.13%
780
+28
USXF icon
103
iShares ESG Advanced MSCI USA ETF
USXF
$1.41B
$214K 0.13%
3,873
-94
IBM icon
104
IBM
IBM
$256B
$211K 0.13%
872
+85
MCD icon
105
McDonald's
MCD
$202B
$207K 0.12%
+667
TSM icon
106
TSMC
TSM
$2.2T
$207K 0.12%
613
-68
CMCSA icon
107
Comcast
CMCSA
$87.5B
$206K 0.12%
7,187
-1,146
TJX icon
108
TJX Companies
TJX
$186B
$201K 0.12%
+1,261
MRVL icon
109
Marvell Technology
MRVL
$245B
$201K 0.12%
2,025
-998
C icon
110
Citigroup
C
$238B
$201K 0.12%
+1,768
WBD icon
111
Warner Bros
WBD
$67.6B
$196K 0.12%
7,126
-1,773
DUK icon
112
Duke Energy
DUK
$97.4B
$195K 0.12%
+1,489
T icon
113
AT&T
T
$164B
$192K 0.11%
+6,616
JQUA icon
114
JPMorgan US Quality Factor ETF
JQUA
$8.06B
$190K 0.11%
3,101
-160
ETN icon
115
Eaton
ETN
$152B
$179K 0.11%
+500
SCHW
116
Charles Schwab
SCHW
$158B
$179K 0.11%
+1,902
TMO icon
117
Thermo Fisher Scientific
TMO
$174B
$177K 0.1%
+360
ABT icon
118
Abbott
ABT
$154B
$174K 0.1%
+1,693
UBER icon
119
Uber
UBER
$140B
$169K 0.1%
+2,348
PANW icon
120
Palo Alto Networks
PANW
$228B
$168K 0.1%
1,050
-187
SBUX icon
121
Starbucks
SBUX
$117B
$167K 0.1%
+1,865
MCK icon
122
McKesson
MCK
$94.2B
$164K 0.1%
+190
AXP icon
123
American Express
AXP
$222B
$163K 0.1%
+540
IBIT icon
124
iShares Bitcoin Trust
IBIT
$49.2B
$163K 0.1%
+4,246
VRTX icon
125
Vertex Pharmaceuticals
VRTX
$113B
$163K 0.1%
365
-96
3 4
5
6 7