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
801
$34K 0.01%
+963
802
$34K 0.01%
300
803
$33K 0.01%
510
+58
804
$33K 0.01%
1,320
805
$33K 0.01%
500
806
$33K 0.01%
+500
807
$33K 0.01%
626
+2
808
$33K 0.01%
+350
809
$33K 0.01%
7,000
810
$32K 0.01%
287
+76
811
$32K 0.01%
+1,000
812
$32K 0.01%
1,265
+1,250
813
$32K 0.01%
1,434
+6
814
$32K 0.01%
+512
815
$32K 0.01%
388
+2
816
$32K 0.01%
4,531
817
$32K 0.01%
1,200
818
$32K 0.01%
400
-4,083
819
$32K 0.01%
313
-20
820
$32K 0.01%
450
821
$31K 0.01%
381
+193
822
$31K 0.01%
3,368
+22
823
$31K 0.01%
1,033
824
$30K 0.01%
786
825
$30K 0.01%
350
31 32
33
34 35