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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
$136M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.33M
3
+$1.34M
4
MSFT icon
Microsoft
MSFT
+$1.12M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$772K

Top Sells

1
+$1.03M
2
+$805K
3
+$746K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$532K
5
VFH icon
Vanguard Financials ETF
VFH
+$503K

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
1
$14M 10.26%
150,088
-8,536
2
$12.9M 9.5%
52,376
+10,448
3
$8.1M 5.95%
43,413
+7,672
4
$6.67M 4.9%
9,964
-765
5
$5.61M 4.12%
42,744
-3,888
6
$5.31M 3.9%
10,260
+2,195
7
$5.03M 3.69%
19,792
+2,622
8
$5M 3.67%
18,445
-53
9
$4.78M 3.51%
92,945
+1,840
10
$4.03M 2.96%
34,032
-1,915
11
$3.71M 2.72%
9,365
-1,398
12
$3.1M 2.27%
30,895
+23,458
13
$3.03M 2.23%
19,651
-2,335
14
$3M 2.2%
13,670
+3,056
15
$2.83M 2.08%
8,583
+1,842
16
$2.61M 1.92%
14,202
-804
17
$2.47M 1.81%
17,506
-2,230
18
$2.23M 1.64%
8,607
-4,087
19
$2.18M 1.6%
2,975
+565
20
$2.1M 1.54%
4,722
+1,041
21
$1.79M 1.31%
7,355
+1,454
22
$1.62M 1.19%
2,128
+73
23
$1.57M 1.16%
6,501
+1,316
24
$1.53M 1.12%
22,348
-1,932
25
$1.49M 1.09%
7,859
-355
1
2 3 4 5