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
1226
$5K ﹤0.01%
132
+1
1227
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70
1228
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98
-2
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42
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161
+1
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+103
1232
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295
+2
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-114
1234
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581
1235
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+150
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96
+1
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1239
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377
+374
1240
$5K ﹤0.01%
46
1241
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73
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1242
$5K ﹤0.01%
500
1243
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1244
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89
+1
1245
$5K ﹤0.01%
327
+2
1246
$5K ﹤0.01%
254
+5
1247
$5K ﹤0.01%
156
1248
$5K ﹤0.01%
+200
1249
$5K ﹤0.01%
10,000
1250
$5K ﹤0.01%
159
48 49
50
51 52