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
826
$30K 0.01%
3,542
-421
827
$30K 0.01%
387
+375
828
$30K 0.01%
1,800
829
$30K 0.01%
+1,012
830
$30K 0.01%
301
-299
831
$30K 0.01%
+1,250
832
$29K 0.01%
+286
833
$29K 0.01%
1,206
-5,175
834
$29K 0.01%
1,240
+3
835
$29K 0.01%
1,085
836
$29K 0.01%
670
837
$29K 0.01%
2,000
-1,600
838
$28K 0.01%
935
+10
839
$28K 0.01%
565
+397
840
$28K 0.01%
359
841
$28K 0.01%
829
+4
842
$28K 0.01%
+1,800
843
$28K 0.01%
105
844
$28K 0.01%
1,338
845
$28K 0.01%
402
+1
846
$27K 0.01%
506
847
$27K 0.01%
258
-460
848
$27K 0.01%
824
849
$27K 0.01%
600
850
$26K 0.01%
+745
32 33
34
35 36