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
826
$63K 0.01%
+4,515
827
$63K 0.01%
943
-991
828
$63K 0.01%
852
+1
829
$63K 0.01%
1,464
-65
830
$62K 0.01%
1,101
+50
831
$62K 0.01%
837
+5
832
$62K 0.01%
1,042
+284
833
$61K 0.01%
593
834
$61K 0.01%
1,574
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835
$60K 0.01%
1,236
836
$60K 0.01%
878
837
$60K 0.01%
5,500
838
$60K 0.01%
1,376
839
$60K 0.01%
+20
840
$60K 0.01%
3,502
-11
841
$60K 0.01%
1,493
+1
842
$59K 0.01%
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843
$59K 0.01%
3,440
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$59K 0.01%
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845
$59K 0.01%
1,802
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846
$58K 0.01%
1,212
-2,165
847
$58K 0.01%
607
-103
848
$58K 0.01%
2,176
+2
849
$58K 0.01%
1,556
+332
850
$58K 0.01%
6,828
-130
32 33
34
35 36