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
1151
$8K ﹤0.01%
671
-200
1152
$8K ﹤0.01%
1,450
1153
$8K ﹤0.01%
500
1154
$8K ﹤0.01%
110
1155
$8K ﹤0.01%
516,183
+118,950
1156
$8K ﹤0.01%
160
1157
$7K ﹤0.01%
+2,668
1158
$7K ﹤0.01%
95
1159
$7K ﹤0.01%
+250
1160
$7K ﹤0.01%
+200
1161
$7K ﹤0.01%
27
1162
$7K ﹤0.01%
236
1163
$7K ﹤0.01%
500
1164
$7K ﹤0.01%
450
1165
$7K ﹤0.01%
214
+1
1166
$7K ﹤0.01%
505
1167
$7K ﹤0.01%
189
-150
1168
$7K ﹤0.01%
1,367
+23
1169
$7K ﹤0.01%
163
1170
$7K ﹤0.01%
326
1171
$7K ﹤0.01%
193
1172
$7K ﹤0.01%
208
+2
1173
$7K ﹤0.01%
509
-500
1174
$7K ﹤0.01%
303
+2
1175
$7K ﹤0.01%
436
+7
45 46
47
48 49