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
1026
$13K ﹤0.01%
1,225
1027
$13K ﹤0.01%
223
-22
1028
$13K ﹤0.01%
139
+25
1029
$13K ﹤0.01%
176
1030
$13K ﹤0.01%
+815
1031
$13K ﹤0.01%
845
1032
$13K ﹤0.01%
250
1033
$12K ﹤0.01%
3,490
+640
1034
$12K ﹤0.01%
357
1035
$12K ﹤0.01%
869
-4,500
1036
$12K ﹤0.01%
500
1037
$12K ﹤0.01%
386
+1
1038
$12K ﹤0.01%
227
-19
1039
$12K ﹤0.01%
1,396
1040
$12K ﹤0.01%
562
+1
1041
$12K ﹤0.01%
167
1042
$12K ﹤0.01%
283
1043
$12K ﹤0.01%
+1,000
1044
$12K ﹤0.01%
1,000
1045
$12K ﹤0.01%
600
1046
$12K ﹤0.01%
452
+403
1047
$12K ﹤0.01%
318
+1
1048
$12K ﹤0.01%
+2,560
1049
$12K ﹤0.01%
768
1050
$12K ﹤0.01%
+2,000
40 41
42
43 44