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
951
$17K ﹤0.01%
295
+48
952
– –
0
953
$17K ﹤0.01%
400
954
$17K ﹤0.01%
1,552
+8
955
$17K ﹤0.01%
700
956
$17K ﹤0.01%
292
957
$17K ﹤0.01%
1,129
958
$17K ﹤0.01%
908
-13
959
$17K ﹤0.01%
367
-119
960
$17K ﹤0.01%
701
-54
961
$17K ﹤0.01%
324
+1
962
$17K ﹤0.01%
796
963
$16K ﹤0.01%
265
964
$16K ﹤0.01%
240
965
$16K ﹤0.01%
86
966
$16K ﹤0.01%
390
+4
967
$16K ﹤0.01%
+652
968
$16K ﹤0.01%
571
969
$16K ﹤0.01%
+1,146
970
$16K ﹤0.01%
1,500
-1,000
971
$16K ﹤0.01%
430
972
$16K ﹤0.01%
700
973
$16K ﹤0.01%
1,346
+20
974
$16K ﹤0.01%
950
975
$16K ﹤0.01%
650
37 38
39
40 41