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
601
$70K 0.02%
1,473
+403
602
$70K 0.02%
1,250
+54
603
$70K 0.02%
2,561
-2,561
604
$69K 0.02%
3,750
+1,000
605
$69K 0.02%
1,689
+250
606
$69K 0.02%
768
+708
607
$69K 0.02%
2,551
+2
608
$69K 0.02%
1,153
+7
609
$68K 0.02%
2,110
+30
610
$68K 0.02%
+1,242
611
$68K 0.02%
2,147
+456
612
$67K 0.02%
2,350
-150
613
$67K 0.02%
2,727
614
$67K 0.02%
1,876
+64
615
$67K 0.02%
2,560
+2
616
$67K 0.02%
676
+166
617
$67K 0.02%
4,780
+17
618
$67K 0.02%
+3,350
619
$66K 0.02%
1,182
-199
620
$66K 0.02%
31,960
-3,876
621
$65K 0.02%
1,200
622
$65K 0.02%
4,190
+1,890
623
$64K 0.02%
1,134
+631
624
$64K 0.02%
4,534
625
$64K 0.02%
593
+1
23 24
25
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