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
1251
$5K ﹤0.01%
200
1252
$5K ﹤0.01%
470
1253
$5K ﹤0.01%
+500
1254
$5K ﹤0.01%
304
+4
1255
$5K ﹤0.01%
500
-1,000
1256
$5K ﹤0.01%
+180
1257
$5K ﹤0.01%
5
1258
$5K ﹤0.01%
109
+1
1259
$5K ﹤0.01%
208
1260
$5K ﹤0.01%
572
+75
1261
$5K ﹤0.01%
361
1262
$5K ﹤0.01%
3,650
1263
$5K ﹤0.01%
128
1264
$5K ﹤0.01%
200
1265
$4K ﹤0.01%
75
-150
1266
$4K ﹤0.01%
+303
1267
$4K ﹤0.01%
194
+5
1268
$4K ﹤0.01%
175
1269
$4K ﹤0.01%
67
1270
$4K ﹤0.01%
263
-121
1271
$4K ﹤0.01%
295
+1
1272
$4K ﹤0.01%
179
+3
1273
$4K ﹤0.01%
141
+4
1274
$4K ﹤0.01%
102
1275
$4K ﹤0.01%
+1,000
49 50
51
52 53