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
$536M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,165
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.8M
3
+$2.77M
4
BPL
Buckeye Partners, L.P.
BPL
+$2.27M
5
SO icon
Southern Company
SO
+$1.99M

Top Sells

1
+$31.4M
2
+$6.37M
3
+$4.79M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$1.3M
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$1.27M

Sector Composition

1 Energy 17.42%
2 Consumer Staples 9.81%
3 Financials 7.17%
4 Utilities 5.52%
5 Technology 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$29K 0.01%
718
-2,482
1127
$29K 0.01%
1,351
+851
1128
$29K 0.01%
538
+2
1129
$29K 0.01%
336
1130
$29K 0.01%
14,355
1131
$28K 0.01%
822
+755
1132
$28K 0.01%
1,000
1133
$28K 0.01%
598
+1
1134
$28K 0.01%
238
-35
1135
$28K 0.01%
263
1136
$28K 0.01%
1,930
1137
$28K 0.01%
2,007
+22
1138
$27K 0.01%
462
+191
1139
$27K 0.01%
2,680
1140
$27K 0.01%
958
+3
1141
$27K 0.01%
475
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1142
$27K 0.01%
1,009
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$27K 0.01%
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1145
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1,669
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1146
$27K 0.01%
3,148
-354
1147
$27K 0.01%
500
1148
$27K 0.01%
1,298
+75
1149
$27K 0.01%
19,575
1150
$27K 0.01%
1,867
+31
44 45
46
47 48