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
$497M
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,436
New
Increased
Reduced
Closed

Top Sells

1 +$8.05M
2 +$7.71M
3 +$6.58M
4
IYW icon
iShares US Technology ETF
IYW
+$6.14M
5
IYH icon
iShares US Healthcare ETF
IYH
+$5.66M

Sector Composition

1 Energy 17.81%
2 Consumer Staples 10.1%
3 Financials 5.9%
4 Technology 5.47%
5 Utilities 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$139K 0.03%
3,486
527
$138K 0.03%
3,844
+776
528
$138K 0.03%
5,580
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529
$138K 0.03%
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2,836
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531
$138K 0.03%
4,100
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$137K 0.03%
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533
$137K 0.03%
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534
$136K 0.03%
2,305
-678
535
$136K 0.03%
3,520
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536
$136K 0.03%
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537
$136K 0.03%
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538
$135K 0.03%
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540
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$135K 0.03%
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$133K 0.03%
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$133K 0.03%
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$132K 0.03%
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$131K 0.03%
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549
$131K 0.03%
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550
$131K 0.03%
7,589
+467