WA

WFG Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,812
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.89M
3
+$1.72M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.46M
5
AAPL icon
Apple
AAPL
+$1.18M

Top Sells

1
+$4.27M
2
+$2.73M
3
+$1.46M
4
DRE
Duke Realty Corp.
DRE
+$1.32M
5
T icon
AT&T
T
+$1.09M

Sector Composition

1 Financials 8.8%
2 Energy 8.78%
3 Utilities 8.1%
4 Real Estate 7.19%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$252K 0.07%
22,597
-119
277
$250K 0.07%
2,209
278
$250K 0.07%
27,280
-9,650
279
$250K 0.07%
14,005
+7,035
280
$245K 0.07%
2,162
+608
281
$245K 0.07%
17,124
+2,444
282
$245K 0.07%
34,200
+5,500
283
$243K 0.06%
10,345
+2,496
284
$242K 0.06%
6,805
+2,917
285
$242K 0.06%
5,650
-496
286
$241K 0.06%
1,582
+74
287
$240K 0.06%
3,107
+568
288
$240K 0.06%
2,057
+2,047
289
$237K 0.06%
4,768
+2,000
290
$236K 0.06%
5,208
+847
291
$235K 0.06%
4,389
+1,374
292
$234K 0.06%
3,259
+1,491
293
$233K 0.06%
27,680
+24,980
294
$232K 0.06%
2,923
+316
295
$229K 0.06%
2,708
+34
296
$229K 0.06%
6,876
+1,440
297
$229K 0.06%
4,529
+51
298
$229K 0.06%
22,900
-166
299
$229K 0.06%
4,045
-61
300
$227K 0.06%
5,084
+1,201
10 11
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