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
1276
$4K ﹤0.01%
1,000
1277
$4K ﹤0.01%
88
1278
$4K ﹤0.01%
+119
1279
$4K ﹤0.01%
545
+11
1280
$4K ﹤0.01%
226
+6
1281
$4K ﹤0.01%
680
1282
$4K ﹤0.01%
100
1283
$4K ﹤0.01%
151
1284
$4K ﹤0.01%
137
+1
1285
$4K ﹤0.01%
156
1286
$4K ﹤0.01%
703
1287
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150
1288
$4K ﹤0.01%
67
1289
$4K ﹤0.01%
70
1290
$4K ﹤0.01%
+60
1291
$4K ﹤0.01%
61
1292
$4K ﹤0.01%
211
1293
$4K ﹤0.01%
1,110
1294
$4K ﹤0.01%
229
1295
$4K ﹤0.01%
207
+7
1296
$4K ﹤0.01%
79
1297
$4K ﹤0.01%
680
1298
$4K ﹤0.01%
196
1299
$4K ﹤0.01%
+50
1300
$4K ﹤0.01%
400
50 51
52
53 54