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
1301
$3K ﹤0.01%
46
1302
$3K ﹤0.01%
29
1303
$3K ﹤0.01%
+232
1304
$3K ﹤0.01%
+53
1305
$3K ﹤0.01%
150
-200
1306
$3K ﹤0.01%
200
1307
$3K ﹤0.01%
407
1308
$3K ﹤0.01%
+15
1309
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133
1310
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9
1311
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166
+2
1312
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1313
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53
1314
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55
1315
$3K ﹤0.01%
+31
1316
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134
-100
1317
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200
1318
$3K ﹤0.01%
1,450
-2,300
1319
$3K ﹤0.01%
2,430
+931
1320
$3K ﹤0.01%
240
+1
1321
$3K ﹤0.01%
+123
1322
$3K ﹤0.01%
77
1323
$3K ﹤0.01%
120
1324
$3K ﹤0.01%
+127
1325
$3K ﹤0.01%
80
+1
51 52
53
54 55