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
576
$76K 0.02%
711
-112
577
$75K 0.02%
+4,700
578
$75K 0.02%
3,271
+181
579
$75K 0.02%
2,859
-248
580
$74K 0.02%
5,292
581
$74K 0.02%
3,050
582
$74K 0.02%
6,977
+3,392
583
$73K 0.02%
1,888
584
$73K 0.02%
+4,000
585
$73K 0.02%
1,138
+352
586
$73K 0.02%
1,153
+200
587
$72K 0.02%
1,636
-151
588
$72K 0.02%
564
+1
589
$72K 0.02%
2,940
590
$72K 0.02%
8,154
+6
591
$72K 0.02%
515
592
$72K 0.02%
799
593
$72K 0.02%
+3,060
594
$71K 0.02%
1,921
+9
595
$71K 0.02%
888
+434
596
$71K 0.02%
1,548
-199
597
$71K 0.02%
381
+16
598
$71K 0.02%
888
-9,616
599
$71K 0.02%
1,191
+290
600
$71K 0.02%
13,705
22 23
24
25 26