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
1301
$3K ﹤0.01%
240
+1
1302
$3K ﹤0.01%
500
1303
$3K ﹤0.01%
27
1304
$3K ﹤0.01%
+127
1305
$3K ﹤0.01%
46
1306
$3K ﹤0.01%
29
1307
$3K ﹤0.01%
+232
1308
$3K ﹤0.01%
+53
1309
$3K ﹤0.01%
150
-200
1310
$3K ﹤0.01%
200
1311
$3K ﹤0.01%
407
1312
$3K ﹤0.01%
+15
1313
$3K ﹤0.01%
133
1314
$3K ﹤0.01%
9
1315
$3K ﹤0.01%
166
+2
1316
$3K ﹤0.01%
+123
1317
$3K ﹤0.01%
210
1318
$3K ﹤0.01%
53
1319
$3K ﹤0.01%
147
+18
1320
$3K ﹤0.01%
120
1321
$3K ﹤0.01%
300
1322
$3K ﹤0.01%
80
1323
$3K ﹤0.01%
116
+1
1324
$3K ﹤0.01%
46
1325
$3K ﹤0.01%
+250
51 52
53
54 55