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
$358M
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.66M
3
+$1.25M
4
KKR icon
KKR & Co
KKR
+$889K
5
MPW icon
Medical Properties Trust
MPW
+$786K

Top Sells

1
+$27.6M
2
+$6.34M
3
+$5.76M
4
XOM icon
Exxon Mobil
XOM
+$2.69M
5
DINO icon
HF Sinclair
DINO
+$2.52M

Sector Composition

1 Energy 13.96%
2 Financials 10.31%
3 Healthcare 6.34%
4 Real Estate 6.23%
5 Utilities 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$28K 0.01%
738
-3,492
902
$28K 0.01%
542
-248
903
$28K 0.01%
658
-298
904
$28K 0.01%
600
905
$28K 0.01%
311
906
$28K 0.01%
670
907
$27K 0.01%
1,069
+1,018
908
$26K 0.01%
619
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912
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915
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$25K 0.01%
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925
$25K 0.01%
419
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35 36
37
38 39