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
1151
$27K 0.01%
1,600
1152
$26K ﹤0.01%
565
-435
1153
$26K ﹤0.01%
666
-1,811
1154
$26K ﹤0.01%
1,320
1155
$26K ﹤0.01%
3,789
+54
1156
$26K ﹤0.01%
409
1157
$26K ﹤0.01%
875
1158
$26K ﹤0.01%
+1,400
1159
$26K ﹤0.01%
351
1160
$26K ﹤0.01%
1,565
+5
1161
$26K ﹤0.01%
+600
1162
$26K ﹤0.01%
678
+1
1163
$26K ﹤0.01%
940
1164
$26K ﹤0.01%
+1,400
1165
$26K ﹤0.01%
2,421
-5,738
1166
$26K ﹤0.01%
237
1167
$26K ﹤0.01%
567
1168
$26K ﹤0.01%
560
+5
1169
$26K ﹤0.01%
365
-196
1170
$26K ﹤0.01%
694
+601
1171
$26K ﹤0.01%
146
1172
$26K ﹤0.01%
1,075
+375
1173
$26K ﹤0.01%
571
1174
$25K ﹤0.01%
+83
1175
$25K ﹤0.01%
715
-301
45 46
47
48 49