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
1001
$14K ﹤0.01%
1,000
1002
$14K ﹤0.01%
510
1003
$14K ﹤0.01%
651
-8,196
1004
$14K ﹤0.01%
170
+1
1005
$14K ﹤0.01%
6,254
+754
1006
$14K ﹤0.01%
3
-2
1007
$14K ﹤0.01%
615
1008
$14K ﹤0.01%
530
1009
$13K ﹤0.01%
+724
1010
$13K ﹤0.01%
99
1011
$13K ﹤0.01%
259
+1
1012
$13K ﹤0.01%
59
1013
$13K ﹤0.01%
+1,000
1014
$13K ﹤0.01%
+303
1015
$13K ﹤0.01%
425
-65
1016
$13K ﹤0.01%
260
1017
$13K ﹤0.01%
201
1018
$13K ﹤0.01%
208
1019
$13K ﹤0.01%
238
1020
$13K ﹤0.01%
502
+1
1021
$13K ﹤0.01%
500
+418
1022
$13K ﹤0.01%
+358
1023
$13K ﹤0.01%
1,304
+4
1024
$13K ﹤0.01%
10
1025
$13K ﹤0.01%
864
+848
39 40
41
42 43