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
$408M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,873
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.46M
3
+$1.32M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.18M

Top Sells

1
+$2.86M
2
+$2.81M
3
+$1.94M
4
V icon
Visa
V
+$1.45M
5
WMT icon
Walmart
WMT
+$1.43M

Sector Composition

1 Financials 11.07%
2 Energy 8.12%
3 Healthcare 7.05%
4 Utilities 6.93%
5 Real Estate 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
52
1227
$6K ﹤0.01%
150
-7,819
1228
$6K ﹤0.01%
137
1229
$6K ﹤0.01%
71
+2
1230
$6K ﹤0.01%
249
-5,030
1231
$6K ﹤0.01%
10
1232
$6K ﹤0.01%
+75
1233
$6K ﹤0.01%
+82
1234
$6K ﹤0.01%
+100
1235
$6K ﹤0.01%
200
1236
$6K ﹤0.01%
5
-3
1237
$6K ﹤0.01%
400
-300
1238
$6K ﹤0.01%
229
-2,861
1239
$6K ﹤0.01%
5,168
+1,500
1240
$6K ﹤0.01%
500
1241
$6K ﹤0.01%
215
+21
1242
$6K ﹤0.01%
200
1243
$6K ﹤0.01%
+337
1244
$6K ﹤0.01%
360
+240
1245
$6K ﹤0.01%
+207
1246
$5K ﹤0.01%
330
1247
$5K ﹤0.01%
70
1248
$5K ﹤0.01%
235
+3
1249
$5K ﹤0.01%
461
+407
1250
$5K ﹤0.01%
88
48 49
50
51 52