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
976
$15K ﹤0.01%
2,827
977
$15K ﹤0.01%
740
978
$15K ﹤0.01%
430
979
$15K ﹤0.01%
1,200
980
$15K ﹤0.01%
665
981
$15K ﹤0.01%
243
+2
982
$15K ﹤0.01%
404
+400
983
$15K ﹤0.01%
400
984
$15K ﹤0.01%
465
985
$15K ﹤0.01%
213
+1
986
$15K ﹤0.01%
340
+3
987
$15K ﹤0.01%
1,167
+1,129
988
$15K ﹤0.01%
600
989
$15K ﹤0.01%
600
-1,480
990
$15K ﹤0.01%
500
991
$15K ﹤0.01%
500
992
$14K ﹤0.01%
310
993
$14K ﹤0.01%
398
994
$14K ﹤0.01%
300
995
$14K ﹤0.01%
600
996
$14K ﹤0.01%
544
997
$14K ﹤0.01%
365
+56
998
$14K ﹤0.01%
545
+6
999
$14K ﹤0.01%
266
1000
$14K ﹤0.01%
200
38 39
40
41 42