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
$363M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,920
New
Increased
Reduced
Closed

Top Sells

1 +$1.36M
2 +$1.26M
3 +$1.14M
4
KMI.WS
Kinder Morgan Inc
KMI.WS
+$1.08M
5
CFRX
ContraFect Corporation
CFRX
+$1.03M

Sector Composition

1 Energy 12.48%
2 Financials 10.93%
3 Healthcare 6.55%
4 Technology 6.16%
5 Real Estate 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$6K ﹤0.01%
248
+11
1327
$6K ﹤0.01%
1,000
1328
$6K ﹤0.01%
3,800
1329
$5K ﹤0.01%
131
1330
$5K ﹤0.01%
+100
1331
$5K ﹤0.01%
286
1332
$5K ﹤0.01%
349
+7
1333
$5K ﹤0.01%
67
1334
$5K ﹤0.01%
415
-2,036
1335
$5K ﹤0.01%
62
1336
$5K ﹤0.01%
446
+201
1337
$5K ﹤0.01%
378
1338
$5K ﹤0.01%
100
1339
$5K ﹤0.01%
420
1340
$5K ﹤0.01%
200
1341
$5K ﹤0.01%
50
1342
$5K ﹤0.01%
254
+2
1343
$5K ﹤0.01%
+305
1344
$5K ﹤0.01%
200
1345
$5K ﹤0.01%
563
+4
1346
$5K ﹤0.01%
129
1347
$5K ﹤0.01%
177
-440
1348
$5K ﹤0.01%
400
1349
$5K ﹤0.01%
319
+2
1350
$5K ﹤0.01%
112