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
$402M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,798
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.57M
3 +$1.45M
4
STEW
SRH Total Return Fund
STEW
+$1.27M
5
CAFD
8point3 Energy Partners LP
CAFD
+$902K

Top Sells

1 +$2.14M
2 +$1.13M
3 +$1M
4
BKT icon
BlackRock Income Trust
BKT
+$828K
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$587K

Sector Composition

1 Financials 10.07%
2 Energy 8.73%
3 Healthcare 7.32%
4 Real Estate 6.81%
5 Utilities 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$8K ﹤0.01%
146
1202
$8K ﹤0.01%
300
1203
$8K ﹤0.01%
500
1204
$8K ﹤0.01%
100
1205
$7K ﹤0.01%
70
1206
$7K ﹤0.01%
570
1207
$7K ﹤0.01%
27
1208
$7K ﹤0.01%
236
1209
$7K ﹤0.01%
405
+3
1210
$7K ﹤0.01%
500
1211
$7K ﹤0.01%
450
1212
$7K ﹤0.01%
505
1213
$7K ﹤0.01%
615
1214
$7K ﹤0.01%
168
-21
1215
$7K ﹤0.01%
336
1216
$7K ﹤0.01%
+600
1217
$7K ﹤0.01%
152
-11
1218
$7K ﹤0.01%
303
1219
$7K ﹤0.01%
441
+5
1220
$7K ﹤0.01%
775
+5
1221
$7K ﹤0.01%
156
1222
$7K ﹤0.01%
207
1223
$7K ﹤0.01%
222
1224
$7K ﹤0.01%
360
1225
$7K ﹤0.01%
44