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
$402M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,798
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.57M
3
+$1.45M
4
STEW
SRH Total Return Fund
STEW
+$1.27M
5
CAFD
8point3 Energy Partners LP
CAFD
+$902K

Top Sells

1
+$2.14M
2
+$1.13M
3
+$1M
4
BKT icon
BlackRock Income Trust
BKT
+$828K
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$587K

Sector Composition

1 Financials 10.07%
2 Energy 8.73%
3 Healthcare 7.32%
4 Real Estate 6.81%
5 Utilities 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$5K ﹤0.01%
200
1277
$5K ﹤0.01%
134
1278
$5K ﹤0.01%
10,000
1279
$5K ﹤0.01%
61
1280
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1,110
1281
$5K ﹤0.01%
309
+5
1282
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500
1283
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1284
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1285
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111
+2
1286
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497
-75
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194
+100
1288
$5K ﹤0.01%
200
1289
$4K ﹤0.01%
242
-253
1290
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229
1291
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75
1292
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1293
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1294
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15
1295
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1296
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162
+1
1297
$4K ﹤0.01%
272
+9
1298
$4K ﹤0.01%
182
+3
1299
$4K ﹤0.01%
100
-201
1300
$4K ﹤0.01%
102
50 51
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