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
376
$173K 0.05%
3,255
-56
377
$171K 0.05%
3,513
+219
378
$170K 0.05%
19,611
+2,868
379
$170K 0.05%
4,656
-174
380
$169K 0.05%
5,633
+901
381
$169K 0.05%
3,610
+3,210
382
$168K 0.04%
3,318
+250
383
$167K 0.04%
1,473
+18
384
$167K 0.04%
3,077
+994
385
$166K 0.04%
720
+217
386
$164K 0.04%
4,105
-322
387
$164K 0.04%
7,657
-240
388
$164K 0.04%
8,562
+8
389
$163K 0.04%
5,265
+118
390
$163K 0.04%
6,213
+210
391
$160K 0.04%
7,251
+201
392
$159K 0.04%
2,535
+240
393
$158K 0.04%
3,090
+595
394
$156K 0.04%
1,434
395
$155K 0.04%
21,080
+3,528
396
$154K 0.04%
3,014
+138
397
$154K 0.04%
1,220
398
$154K 0.04%
4,308
+1,568
399
$153K 0.04%
3,816
+3,101
400
$152K 0.04%
3,532
-100
14 15
16
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