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
$646M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,399
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.55M
3
+$3.07M
4
SH icon
ProShares Short S&P500
SH
+$1.67M
5
XOM icon
Exxon Mobil
XOM
+$1.51M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.2M
4
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$1.29M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.25M

Sector Composition

1 Energy 14.9%
2 Consumer Staples 9.6%
3 Financials 5.64%
4 Utilities 5.28%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$23K ﹤0.01%
416
+4
1227
$23K ﹤0.01%
210
1228
$23K ﹤0.01%
606
-658
1229
$23K ﹤0.01%
400
-252
1230
$23K ﹤0.01%
730
1231
$23K ﹤0.01%
785
+48
1232
$23K ﹤0.01%
+1,068
1233
$22K ﹤0.01%
590
+369
1234
$22K ﹤0.01%
1,037
+1
1235
$22K ﹤0.01%
900
1236
$22K ﹤0.01%
+1,358
1237
$22K ﹤0.01%
1,480
-390
1238
$22K ﹤0.01%
+763
1239
$22K ﹤0.01%
2,546
+612
1240
$22K ﹤0.01%
1,040
+1,029
1241
$22K ﹤0.01%
+800
1242
$22K ﹤0.01%
68
1243
$22K ﹤0.01%
1,221
+263
1244
$22K ﹤0.01%
1,061
-4
1245
$22K ﹤0.01%
+785
1246
$22K ﹤0.01%
424
-115
1247
$22K ﹤0.01%
586
1248
$22K ﹤0.01%
333
+2
1249
$22K ﹤0.01%
2,000
1250
$22K ﹤0.01%
891
+11
48 49
50
51 52