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
851
$58K 0.01%
885
852
$57K 0.01%
945
853
$57K 0.01%
648
-4,376
854
$57K 0.01%
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855
$57K 0.01%
861
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856
$57K 0.01%
1,033
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857
$57K 0.01%
1,459
+1,259
858
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4,090
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$57K 0.01%
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860
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1,037
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861
$56K 0.01%
837
862
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1,175
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863
$56K 0.01%
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864
$56K 0.01%
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$56K 0.01%
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866
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30
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873
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874
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875
$55K 0.01%
10,737
+90
33 34
35
36 37