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
$536M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,165
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.8M
3
+$2.77M
4
BPL
Buckeye Partners, L.P.
BPL
+$2.27M
5
SO icon
Southern Company
SO
+$1.99M

Top Sells

1
+$31.4M
2
+$6.37M
3
+$4.79M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$1.3M
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$1.27M

Sector Composition

1 Energy 17.42%
2 Consumer Staples 9.81%
3 Financials 7.17%
4 Utilities 5.52%
5 Technology 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$88K 0.02%
1,806
+400
702
$88K 0.02%
11,718
+6
703
$88K 0.02%
1,000
704
$88K 0.02%
1,961
+911
705
$87K 0.02%
1,836
+3
706
$87K 0.02%
2,661
-272
707
$87K 0.02%
726
+244
708
$87K 0.02%
603
+7
709
$86K 0.02%
6,253
-138
710
$86K 0.02%
1,578
+7
711
$85K 0.02%
3,308
-89
712
$85K 0.02%
2,628
+250
713
$85K 0.02%
1,474
+422
714
$85K 0.02%
7,000
715
$85K 0.02%
8,961
+18
716
$84K 0.02%
2,765
+5
717
$84K 0.02%
1,542
-15
718
$84K 0.02%
2,224
-99
719
$84K 0.02%
1,218
720
$83K 0.02%
1,087
+282
721
$83K 0.02%
+2,400
722
$83K 0.02%
7,355
723
$83K 0.02%
3,306
+6
724
$82K 0.02%
2,316
725
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