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
1176
$7K ﹤0.01%
167
+149
1177
$7K ﹤0.01%
430
-460
1178
$7K ﹤0.01%
207
1179
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166
1180
$7K ﹤0.01%
238
+4
1181
$7K ﹤0.01%
222
1182
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116
+1
1183
$7K ﹤0.01%
118
1184
$7K ﹤0.01%
76
-136
1185
$7K ﹤0.01%
3,125
1186
$7K ﹤0.01%
140
1187
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200
+100
1188
$7K ﹤0.01%
8
1189
$7K ﹤0.01%
200
1190
$7K ﹤0.01%
+250
1191
$7K ﹤0.01%
495
1192
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8
1193
$7K ﹤0.01%
+330
1194
$7K ﹤0.01%
146
1195
$7K ﹤0.01%
3,100
1196
$7K ﹤0.01%
100
-1,101
1197
$6K ﹤0.01%
570
1198
$6K ﹤0.01%
402
+6
1199
$6K ﹤0.01%
95
1200
$6K ﹤0.01%
142
46 47
48
49 50