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
$536M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,165
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.8M
3
+$2.77M
4
BPL
Buckeye Partners, L.P.
BPL
+$2.27M
5
SO icon
Southern Company
SO
+$1.99M

Top Sells

1
+$31.4M
2
+$6.37M
3
+$4.79M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$1.3M
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$1.27M

Sector Composition

1 Energy 17.42%
2 Consumer Staples 9.81%
3 Financials 7.17%
4 Utilities 5.52%
5 Technology 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$20K ﹤0.01%
+700
1277
$20K ﹤0.01%
750
+150
1278
$20K ﹤0.01%
502
1279
$20K ﹤0.01%
1,539
+20
1280
$20K ﹤0.01%
308
+4
1281
$20K ﹤0.01%
600
1282
$20K ﹤0.01%
531
+30
1283
$20K ﹤0.01%
312
-199
1284
$20K ﹤0.01%
327
1285
$20K ﹤0.01%
847
-4,262
1286
$19K ﹤0.01%
618
-399
1287
$19K ﹤0.01%
2,265
1288
$19K ﹤0.01%
600
1289
$19K ﹤0.01%
853
-37
1290
$19K ﹤0.01%
1,600
1291
$19K ﹤0.01%
500
1292
$19K ﹤0.01%
466
-13
1293
$19K ﹤0.01%
569
1294
$19K ﹤0.01%
500
1295
$19K ﹤0.01%
67
1296
$19K ﹤0.01%
569
-1
1297
$19K ﹤0.01%
+994
1298
$19K ﹤0.01%
1,000
1299
$19K ﹤0.01%
5,000
1300
$19K ﹤0.01%
1,300
-132
50 51
52
53 54