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
1201
$6K ﹤0.01%
336
1202
$6K ﹤0.01%
306
-1,440
1203
$6K ﹤0.01%
303
1204
$6K ﹤0.01%
384
-192
1205
$6K ﹤0.01%
53
1206
$6K ﹤0.01%
245
1207
$6K ﹤0.01%
245
-52
1208
$6K ﹤0.01%
153
1209
$6K ﹤0.01%
236
1210
$6K ﹤0.01%
237
+4
1211
$6K ﹤0.01%
404
+7
1212
$6K ﹤0.01%
334
1213
$6K ﹤0.01%
155
1214
$6K ﹤0.01%
657
1215
$6K ﹤0.01%
69
1216
$6K ﹤0.01%
+535
1217
$6K ﹤0.01%
+360
1218
$6K ﹤0.01%
332
+3
1219
$6K ﹤0.01%
200
1220
$6K ﹤0.01%
44
+1
1221
$6K ﹤0.01%
128
1222
$6K ﹤0.01%
300
1223
$5K ﹤0.01%
175
1224
$5K ﹤0.01%
582
1225
$5K ﹤0.01%
330
47 48
49
50 51