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
1101
$10K ﹤0.01%
1,800
1102
$10K ﹤0.01%
71
1103
$10K ﹤0.01%
300
1104
$10K ﹤0.01%
612
-875
1105
$10K ﹤0.01%
219
1106
$10K ﹤0.01%
371
-49,114
1107
$10K ﹤0.01%
402
+1
1108
$10K ﹤0.01%
700
+200
1109
$10K ﹤0.01%
112
1110
$10K ﹤0.01%
400
1111
$9K ﹤0.01%
+900
1112
$9K ﹤0.01%
757
-12
1113
$9K ﹤0.01%
+300
1114
$9K ﹤0.01%
100
-200
1115
$9K ﹤0.01%
+428
1116
$9K ﹤0.01%
268
+4
1117
$9K ﹤0.01%
257
+3
1118
$9K ﹤0.01%
158
1119
$9K ﹤0.01%
136
-84
1120
$9K ﹤0.01%
300
1121
$9K ﹤0.01%
74
1122
$9K ﹤0.01%
+601
1123
$9K ﹤0.01%
395
-521
1124
$9K ﹤0.01%
200
1125
$9K ﹤0.01%
164
-56
43 44
45
46 47