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
776
$36K 0.01%
2,500
777
$36K 0.01%
450
778
$36K 0.01%
3,800
+1,800
779
$36K 0.01%
400
780
$36K 0.01%
1,000
781
$36K 0.01%
170
+90
782
$36K 0.01%
1,121
-1,795
783
$35K 0.01%
1,000
784
$35K 0.01%
1,132
+981
785
$35K 0.01%
265
786
$35K 0.01%
545
787
$35K 0.01%
1,551
788
$35K 0.01%
1,059
+268
789
$35K 0.01%
+671
790
$35K 0.01%
1,900
791
$35K 0.01%
622
+4
792
$35K 0.01%
300
793
$34K 0.01%
444
+65
794
$34K 0.01%
201
+97
795
$34K 0.01%
565
-18
796
$34K 0.01%
1,763
+7
797
$34K 0.01%
1,400
798
$34K 0.01%
593
+8
799
$34K 0.01%
648
+9
800
$34K 0.01%
1,595
+1,570
30 31
32
33 34