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
551
$82K 0.02%
3,222
+153
552
$82K 0.02%
1,078
+3
553
$81K 0.02%
9,963
-312
554
$81K 0.02%
1,585
-1,705
555
$80K 0.02%
1,404
+279
556
$80K 0.02%
1,780
-96
557
$80K 0.02%
2,490
+210
558
$80K 0.02%
3,099
+692
559
$80K 0.02%
2,068
560
$80K 0.02%
1,053
+117
561
$79K 0.02%
696
-307
562
$79K 0.02%
1,202
-198
563
$79K 0.02%
3,237
-336
564
$79K 0.02%
705
565
$79K 0.02%
644
-6
566
$79K 0.02%
+2,015
567
$78K 0.02%
9,190
-4,999
568
$78K 0.02%
414
+172
569
$77K 0.02%
664
+239
570
$77K 0.02%
2,794
+3
571
$77K 0.02%
2,472
572
$77K 0.02%
6,457
+150
573
$76K 0.02%
4,013
+16
574
$76K 0.02%
3,070
+16
575
$76K 0.02%
2,889
+12
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