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
$136M
AUM Growth
+$25.4M
(+23%)
Holding
103
Top Buys
| 1 | +$2.58M | |
| 2 | +$2.35M | |
| 3 | +$1.43M | |
| 4 |
Microsoft
MSFT
|
+$1.14M |
| 5 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$793K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$805K | |
| 3 | +$795K | |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
+$554K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$512K |
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 | |
|---|---|---|---|---|---|---|
|
HIVE
101
HIVE Digital Technologies
HIVE
$654M
| $63.1K | 0.05% |
+14,154
|
|
||
102
SP Funds S&P 500 Sharia ETF
SPUS
$1.99B
| – | – |
-18,151
|
|
||
103
Vanguard Mid-Cap ETF
VO
$94B
| – | – |
-934
|
|