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
1076
$11K ﹤0.01%
500
1077
$11K ﹤0.01%
450
1078
$11K ﹤0.01%
+830
1079
$11K ﹤0.01%
500
1080
$11K ﹤0.01%
700
1081
$11K ﹤0.01%
700
1082
$11K ﹤0.01%
600
1083
$11K ﹤0.01%
800
-100
1084
$11K ﹤0.01%
286
+2
1085
$10K ﹤0.01%
+912
1086
$10K ﹤0.01%
1,338
1087
$10K ﹤0.01%
131
+1
1088
$10K ﹤0.01%
256
+5
1089
$10K ﹤0.01%
500
1090
$10K ﹤0.01%
1,350
1091
$10K ﹤0.01%
400
1092
$10K ﹤0.01%
300
1093
$10K ﹤0.01%
261
+2
1094
$10K ﹤0.01%
73
-100
1095
$10K ﹤0.01%
360
-2,177
1096
$10K ﹤0.01%
200
1097
$10K ﹤0.01%
787
1098
$10K ﹤0.01%
201
1099
$10K ﹤0.01%
401
1100
$10K ﹤0.01%
200
42 43
44
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