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
851
$26K 0.01%
+1,202
852
$26K 0.01%
306
+4
853
$26K 0.01%
775
854
$26K 0.01%
+1,612
855
$26K 0.01%
572
+5
856
$26K 0.01%
525
+101
857
$26K 0.01%
1,435
858
$26K 0.01%
212
+85
859
$26K 0.01%
125
+25
860
$26K 0.01%
+23
861
$26K 0.01%
1,400
862
$25K 0.01%
455
863
$25K 0.01%
510
864
$25K 0.01%
1,962
-2,992
865
$25K 0.01%
350
-1,650
866
$25K 0.01%
753
867
$25K 0.01%
335
-79
868
$25K 0.01%
+561
869
$25K 0.01%
1,000
870
$25K 0.01%
1,340
871
$25K 0.01%
641
-1,000
872
$25K 0.01%
2,250
-350
873
$25K 0.01%
400
874
$24K 0.01%
503
875
$24K 0.01%
309
-8
33 34
35
36 37