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
926
$19K 0.01%
1,242
927
$19K 0.01%
499
-500
928
$19K 0.01%
2,000
929
$19K 0.01%
510
-2,600
930
$19K 0.01%
525
931
$19K 0.01%
+450
932
$19K 0.01%
1,100
+13
933
$19K 0.01%
253
+250
934
$19K 0.01%
1,002
-923
935
$18K ﹤0.01%
625
936
$18K ﹤0.01%
500
937
$18K ﹤0.01%
151
938
$18K ﹤0.01%
1,252
-505
939
$18K ﹤0.01%
199
940
$18K ﹤0.01%
502
+200
941
$18K ﹤0.01%
483
942
$18K ﹤0.01%
1,014
943
$18K ﹤0.01%
1,000
944
$18K ﹤0.01%
+650
945
$18K ﹤0.01%
464
-569
946
$18K ﹤0.01%
476
+3
947
$18K ﹤0.01%
673
948
$18K ﹤0.01%
120
949
$18K ﹤0.01%
1,406
+548
950
$18K ﹤0.01%
451
-1,598
36 37
38
39 40