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
651
$58K 0.02%
2,877
+2,228
652
$58K 0.02%
4,383
653
$58K 0.02%
13,324
-942
654
$58K 0.02%
3,438
+35
655
$57K 0.02%
763
656
$57K 0.02%
986
-1,808
657
$57K 0.02%
2,500
658
$57K 0.02%
613
-300
659
$57K 0.02%
1,130
-17,776
660
$56K 0.01%
1,241
-29
661
$56K 0.01%
702
+400
662
$56K 0.01%
900
+100
663
$56K 0.01%
+1,166
664
$55K 0.01%
44
+6
665
$55K 0.01%
+1,617
666
$55K 0.01%
1,000
667
$55K 0.01%
1,832
-152
668
$55K 0.01%
2,045
+865
669
$54K 0.01%
1,200
670
$54K 0.01%
850
671
$54K 0.01%
1,318
672
$54K 0.01%
2,325
+1,950
673
$53K 0.01%
3,618
674
$53K 0.01%
1,261
-60
675
$53K 0.01%
1,894
25 26
27
28 29