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
$408M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,873
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.46M
3
+$1.32M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.18M

Top Sells

1
+$2.86M
2
+$2.81M
3
+$1.94M
4
V icon
Visa
V
+$1.45M
5
WMT icon
Walmart
WMT
+$1.43M

Sector Composition

1 Financials 11.07%
2 Energy 8.12%
3 Healthcare 7.05%
4 Utilities 6.93%
5 Real Estate 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$5K ﹤0.01%
+43
1277
$5K ﹤0.01%
41
-40
1278
$5K ﹤0.01%
314
+5
1279
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500
1280
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229
1281
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113
+2
1282
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208
1283
$5K ﹤0.01%
+250
1284
$5K ﹤0.01%
400
-250
1285
$5K ﹤0.01%
140
-83
1286
$5K ﹤0.01%
120
+67
1287
$5K ﹤0.01%
50
-346
1288
$4K ﹤0.01%
46
1289
$4K ﹤0.01%
+166
1290
$4K ﹤0.01%
150
1291
$4K ﹤0.01%
15
1292
$4K ﹤0.01%
134
1293
$4K ﹤0.01%
183
+1
1294
$4K ﹤0.01%
155
-2,327
1295
$4K ﹤0.01%
101
+1
1296
$4K ﹤0.01%
51
+42
1297
$4K ﹤0.01%
1,000
1298
$4K ﹤0.01%
+100
1299
$4K ﹤0.01%
+81
1300
$4K ﹤0.01%
+52
50 51
52
53 54