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
876
$24K 0.01%
743
+253
877
$24K 0.01%
458
+400
878
$24K 0.01%
1,045
+5
879
$24K 0.01%
4,535
880
$24K 0.01%
25
881
$24K 0.01%
1,128
+6
882
$24K 0.01%
301
883
$24K 0.01%
13,006
-10,371
884
$23K 0.01%
2,000
+600
885
$23K 0.01%
2,176
886
$23K 0.01%
2,900
887
$23K 0.01%
532
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888
$23K 0.01%
1,781
-372
889
$23K 0.01%
839
890
$23K 0.01%
4,900
891
$22K 0.01%
+1,000
892
$22K 0.01%
900
893
$22K 0.01%
789
894
$22K 0.01%
+1,347
895
$22K 0.01%
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896
$22K 0.01%
554
897
$22K 0.01%
1,100
898
$22K 0.01%
364
899
$21K 0.01%
+60
900
$21K 0.01%
1,104
+4
34 35
36
37 38