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
1126
$9K ﹤0.01%
+433
1127
$9K ﹤0.01%
137
-60
1128
$9K ﹤0.01%
1,315
+315
1129
$9K ﹤0.01%
334
+1
1130
$9K ﹤0.01%
666
+17
1131
$9K ﹤0.01%
650
1132
$9K ﹤0.01%
850
-2,900
1133
$9K ﹤0.01%
194
+2
1134
$9K ﹤0.01%
220
-7
1135
$8K ﹤0.01%
615
1136
$8K ﹤0.01%
228
+217
1137
$8K ﹤0.01%
1,244
1138
$8K ﹤0.01%
1,150
1139
$8K ﹤0.01%
300
1140
$8K ﹤0.01%
500
1141
$8K ﹤0.01%
100
1142
$8K ﹤0.01%
632
+1
1143
$8K ﹤0.01%
1
1144
$8K ﹤0.01%
770
1145
$8K ﹤0.01%
+200
1146
$8K ﹤0.01%
262
1147
$8K ﹤0.01%
400
1148
$8K ﹤0.01%
80
1149
$8K ﹤0.01%
379
+10
1150
$8K ﹤0.01%
600
44 45
46
47 48