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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
GLW icon
151
Corning
GLW
$154B
$133K 0.08%
+979
WDC icon
152
Western Digital
WDC
$194B
$133K 0.08%
+491
ORLY icon
153
O'Reilly Automotive
ORLY
$75.4B
$133K 0.08%
+1,436
DE icon
154
Deere & Co
DE
$156B
$132K 0.08%
+235
PYPL icon
155
PayPal
PYPL
$36.6B
$132K 0.08%
+2,911
NOC icon
156
Northrop Grumman
NOC
$78.2B
$130K 0.08%
+190
EXC icon
157
Exelon
EXC
$47.3B
$129K 0.08%
+2,641
BLK icon
158
Blackrock
BLK
$160B
$126K 0.07%
+131
XEL icon
159
Xcel Energy
XEL
$49.5B
$125K 0.07%
+1,569
PLD icon
160
Prologis
PLD
$139B
$117K 0.07%
+888
TGT icon
161
Target
TGT
$61.4B
$117K 0.07%
+967
MAR icon
162
Marriott International
MAR
$106B
$116K 0.07%
+354
WMB icon
163
Williams Companies
WMB
$88.2B
$116K 0.07%
+1,587
OKE icon
164
Oneok
OKE
$57.1B
$115K 0.07%
+1,272
AXON icon
165
Axon Enterprise
AXON
$35.6B
$115K 0.07%
+270
SRE icon
166
Sempra
SRE
$60.3B
$114K 0.07%
+1,173
ANET icon
167
Arista Networks
ANET
$206B
$113K 0.07%
+918
NEM icon
168
Newmont
NEM
$107B
$113K 0.07%
+1,041
SPGI icon
169
S&P Global
SPGI
$124B
$112K 0.07%
+264
DHR icon
170
Danaher
DHR
$127B
$112K 0.07%
+591
WELL icon
171
Welltower
WELL
$151B
$112K 0.07%
+564
ACN icon
172
Accenture
ACN
$105B
$111K 0.07%
+558
F icon
173
Ford
F
$59.1B
$108K 0.06%
+9,363
ROST icon
174
Ross Stores
ROST
$77B
$107K 0.06%
+492
MDT icon
175
Medtronic
MDT
$103B
$106K 0.06%
+1,222