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
526
$91K 0.02%
606
+155
527
$91K 0.02%
5,551
+1,400
528
$91K 0.02%
3,300
+43
529
$89K 0.02%
4,000
530
$89K 0.02%
1,923
+903
531
$88K 0.02%
1,076
+152
532
$87K 0.02%
7,917
+6,656
533
$87K 0.02%
1,178
+4
534
$87K 0.02%
1,600
535
$87K 0.02%
1,307
536
$86K 0.02%
2,782
537
$86K 0.02%
1,096
-219
538
$86K 0.02%
2,443
+17
539
$86K 0.02%
1,220
540
$85K 0.02%
1,910
-170
541
$85K 0.02%
3,522
+2,550
542
$85K 0.02%
500
+100
543
$85K 0.02%
1,718
+158
544
$85K 0.02%
8,861
545
$84K 0.02%
1,750
+800
546
$84K 0.02%
4,706
+45
547
$84K 0.02%
3,115
+18
548
$83K 0.02%
6,621
+2
549
$83K 0.02%
4,200
550
$83K 0.02%
899
20 21
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