WA

WFG Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 12.46%
This Fund
S&P 500
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
+$2.04M
2
+$1.79M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.27M
5
AAPL icon
Apple
AAPL
+$1.23M

Top Sells

1
+$4.27M
2
+$2.7M
3
+$1.41M
4
DRE
Duke Realty Corp.
DRE
+$1.15M
5
ALFA
AlphaClone Alternative Alpha ETF
ALFA
+$1.03M

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
1276
$4K ﹤0.01%
263
-121
1277
$4K ﹤0.01%
295
+1
1278
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179
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1279
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141
+4
1280
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1281
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88
1282
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+119
1283
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1,000
1284
$4K ﹤0.01%
545
+11
1285
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226
+6
1286
$4K ﹤0.01%
680
1287
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100
1288
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1289
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137
+1
1290
$4K ﹤0.01%
156
1291
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703
1292
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1293
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67
1294
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1295
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79
1296
$4K ﹤0.01%
680
1297
$4K ﹤0.01%
196
1298
$4K ﹤0.01%
+50
1299
$4K ﹤0.01%
400
1300
$4K ﹤0.01%
+1,000
50 51
52
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