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
1051
$12K ﹤0.01%
366
+6
1052
$12K ﹤0.01%
225
1053
$12K ﹤0.01%
+1,000
1054
$12K ﹤0.01%
213
1055
$12K ﹤0.01%
301
1056
$12K ﹤0.01%
267
+1
1057
$12K ﹤0.01%
1,000
1058
$12K ﹤0.01%
505
+6
1059
$12K ﹤0.01%
650
1060
$12K ﹤0.01%
+502
1061
$12K ﹤0.01%
450
+16
1062
$12K ﹤0.01%
1,520
1063
$11K ﹤0.01%
602
-2,691
1064
$11K ﹤0.01%
+200
1065
$11K ﹤0.01%
+1,000
1066
$11K ﹤0.01%
714
+11
1067
$11K ﹤0.01%
224
+3
1068
$11K ﹤0.01%
301
-902
1069
$11K ﹤0.01%
+562
1070
$11K ﹤0.01%
+231
1071
$11K ﹤0.01%
750
1072
$11K ﹤0.01%
382
+4
1073
$11K ﹤0.01%
248
+3
1074
$11K ﹤0.01%
449
1075
$11K ﹤0.01%
+10
41 42
43
44 45