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
701
$47K 0.01%
7,400
702
$46K 0.01%
986
-5,503
703
$46K 0.01%
282
-9
704
$46K 0.01%
453
+2
705
$46K 0.01%
+1,600
706
$46K 0.01%
1,460
707
$45K 0.01%
569
+488
708
$45K 0.01%
1,023
709
$45K 0.01%
926
+15
710
$45K 0.01%
978
+287
711
$45K 0.01%
5,814
+7
712
$45K 0.01%
500
713
$44K 0.01%
819
714
$44K 0.01%
88
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715
$44K 0.01%
1,050
716
$43K 0.01%
1,329
-34
717
$43K 0.01%
534
+468
718
$43K 0.01%
799
-100
719
$43K 0.01%
492
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720
$43K 0.01%
520
+4
721
$43K 0.01%
+2,000
722
$43K 0.01%
+1,174
723
$42K 0.01%
750
724
$42K 0.01%
230
+1
725
$42K 0.01%
4,501
27 28
29
30 31