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
401
$151K 0.04%
+4,635
402
$151K 0.04%
1,000
403
$150K 0.04%
2,915
-290
404
$149K 0.04%
5,501
+4,617
405
$149K 0.04%
2,954
+1,532
406
$148K 0.04%
+5,174
407
$148K 0.04%
3,942
-496
408
$148K 0.04%
3,144
-497
409
$147K 0.04%
3,746
-1,002
410
$147K 0.04%
3,189
+1,455
411
$146K 0.04%
1,195
412
$145K 0.04%
+5,207
413
$145K 0.04%
1,941
+14
414
$144K 0.04%
2,227
+1
415
$143K 0.04%
2,063
416
$143K 0.04%
3,233
-274
417
$143K 0.04%
+3,744
418
$140K 0.04%
2,947
+88
419
$140K 0.04%
1,008
-1
420
$139K 0.04%
11,200
+2,000
421
$139K 0.04%
3,080
-192
422
$139K 0.04%
1,212
+285
423
$137K 0.04%
3,194
+3,044
424
$137K 0.04%
12,887
425
$136K 0.04%
4,885
+4
15 16
17
18 19