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
426
$136K 0.04%
1,870
+340
427
$135K 0.04%
1,028
-16
428
$135K 0.04%
2,033
+1,086
429
$135K 0.04%
13,834
-1,141
430
$135K 0.04%
1,586
431
$134K 0.04%
1,812
+148
432
$133K 0.04%
520
+3
433
$133K 0.04%
2,644
-293
434
$133K 0.04%
7,813
435
$132K 0.04%
2,089
+4
436
$131K 0.03%
7,752
+183
437
$131K 0.03%
29,620
-3,664
438
$130K 0.03%
5,758
+2,226
439
$130K 0.03%
9,453
-150
440
$129K 0.03%
1,203
+3
441
$129K 0.03%
4,352
+1,062
442
$129K 0.03%
2,757
-500
443
$129K 0.03%
12,648
-23,388
444
$128K 0.03%
3,790
+526
445
$127K 0.03%
761
446
$126K 0.03%
3,258
-1,382
447
$125K 0.03%
3,586
+404
448
$125K 0.03%
25,599
+399
449
$124K 0.03%
1,003
+451
450
$124K 0.03%
7,440
+2,227
16 17
18
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