Aryn Sands
@Wall Street Financial Group, Inc.
Latest period2024 - Q4ReportedManaged Assets$102.363MTotal holdings39
Assets growth rate7.93%Assets growth rate (2-Q avg)34.55%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Wall Street Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 39 positions.
Assets under management
The assets under management (AUM) of Wall Street Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 102.363M in assets, with a quarterly growth rate of 7.93% and a 2-quarter average growth rate of 34.55%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VGTVanguard World Fd
| 14.73% | $15.069M 24,234 shares@ $621.81 avg price | Increased 10.2% |
QQQMInvesco Exch Traded Fd Tr Ii
| 10.96% | $11.218M 53,306 shares@ $210.46 avg price | Increased 3.96% |
IVVIshares Tr
| 9.97% | $10.198M 17,324 shares@ $588.68 avg price | Increased 16.41% |
VFHVanguard World Fd
| 8.14% | $8.327M 70,525 shares@ $118.07 avg price | Increased 8.52% |
VHTVanguard World Fd
| 6.79% | $6.948M 27,386 shares@ $253.7 avg price | Increased 9.31% |
VCRVanguard World Fd
| 6.57% | $6.722M 17,907 shares@ $375.38 avg price | Increased 7.44% |
SOXXIshares Tr
| 5.89% | $6.021M 27,942 shares@ $215.49 avg price | Increased 16.05% |
XLCSelect Sector Spdr Tr
| 5.49% | $5.618M 58,028 shares@ $96.81 avg price | Increased 7.19% |
XLISelect Sector Spdr Tr
| 4.76% | $4.868M 36,946 shares@ $131.76 avg price | Increased 12.26% |
IYKIshares Tr
| 3.02% | $3.082M 46,995 shares@ $65.59 avg price | Increased 14.42% |