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
$334M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.85%
2 Energy 8.41%
3 Real Estate 8.25%
4 Healthcare 6.93%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$7K ﹤0.01%
263
+2
1152
$7K ﹤0.01%
336
1153
$7K ﹤0.01%
1,320
+30
1154
$7K ﹤0.01%
142
1155
$7K ﹤0.01%
1,635
+1
1156
$7K ﹤0.01%
1,500
1157
$7K ﹤0.01%
300
1158
$7K ﹤0.01%
770
1159
$7K ﹤0.01%
585
1160
$7K ﹤0.01%
222
1161
$7K ﹤0.01%
106
+20
1162
$7K ﹤0.01%
3,104
1163
$7K ﹤0.01%
1,310
1164
$7K ﹤0.01%
500
1165
$7K ﹤0.01%
500
1166
$7K ﹤0.01%
270
+10
1167
$7K ﹤0.01%
1,346
1168
$7K ﹤0.01%
694
1169
$7K ﹤0.01%
100
1170
$7K ﹤0.01%
245
1171
$6K ﹤0.01%
225
1172
$6K ﹤0.01%
500
1173
$6K ﹤0.01%
450
-400
1174
$6K ﹤0.01%
146
-2
1175
$6K ﹤0.01%
+201