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
751
$39K 0.01%
+3,000
752
$39K 0.01%
910
753
$39K 0.01%
1,908
-10,996
754
$39K 0.01%
345
+100
755
$39K 0.01%
590
+3
756
$39K 0.01%
5,472
-1,186
757
$39K 0.01%
484
+154
758
$39K 0.01%
843
+300
759
$39K 0.01%
1,659
760
$38K 0.01%
+3,000
761
$38K 0.01%
760
+5
762
$38K 0.01%
+3,527
763
$38K 0.01%
32,720
+80
764
$38K 0.01%
670
+1
765
$38K 0.01%
2,369
+281
766
$38K 0.01%
1,011
767
$37K 0.01%
+1,625
768
$37K 0.01%
1,400
769
$37K 0.01%
1,547
-100
770
$37K 0.01%
850
771
$37K 0.01%
441
-89
772
$37K 0.01%
392
+289
773
$37K 0.01%
2,995
774
$36K 0.01%
816
+5
775
$36K 0.01%
3,634
+1,634
29 30
31
32 33