We are live on ! Find out more
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
DIS icon
126
Walt Disney
DIS
$174B
$163K 0.1%
+1,690
APH icon
127
Amphenol
APH
$189B
$162K 0.1%
+1,283
CRM icon
128
Salesforce
CRM
$136B
$161K 0.1%
863
-67
INTU icon
129
Intuit
INTU
$75.7B
$161K 0.1%
372
-150
UNP icon
130
Union Pacific
UNP
$162B
$160K 0.09%
+660
TT icon
131
Trane Technologies
TT
$101B
$159K 0.09%
+382
SLB icon
132
SLB Ltd
SLB
$84B
$156K 0.09%
+3,038
QLD icon
133
ProShares Ultra QQQ
QLD
$13.8B
$155K 0.09%
2,548
-2,136
AEP icon
134
American Electric Power
AEP
$70.3B
$155K 0.09%
+1,181
ON icon
135
ON Semiconductor
ON
$45.4B
$153K 0.09%
+2,474
EOG icon
136
EOG Resources
EOG
$72.8B
$152K 0.09%
+1,050
MDLZ icon
137
Mondelez International
MDLZ
$80.9B
$149K 0.09%
+2,588
FAST icon
138
Fastenal
FAST
$53.5B
$149K 0.09%
+3,202
VOO icon
139
Vanguard S&P 500 ETF
VOO
$976B
$148K 0.09%
+247
ADBE icon
140
Adobe
ADBE
$82.5B
$144K 0.09%
+593
CSX icon
141
CSX Corp
CSX
$88.4B
$144K 0.09%
+3,510
APP icon
142
Applovin
APP
$167B
$143K 0.08%
359
-55
ADP icon
143
Automatic Data Processing
ADP
$90.4B
$143K 0.08%
+702
UPS icon
144
United Parcel Service
UPS
$91.9B
$141K 0.08%
+1,437
HWM icon
145
Howmet Aerospace
HWM
$106B
$141K 0.08%
+613
WM icon
146
Waste Management
WM
$88.1B
$140K 0.08%
+611
FCX icon
147
Freeport-McMoran
FCX
$98.3B
$138K 0.08%
+2,343
GD icon
148
General Dynamics
GD
$97.4B
$138K 0.08%
+401
VLO icon
149
Valero Energy
VLO
$76.8B
$135K 0.08%
+547
IHI icon
150
iShares US Medical Devices ETF
IHI
$3.03B
$134K 0.08%
+2,517