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
1326
$3K ﹤0.01%
224
-99
1327
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55
1328
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61
+60
1329
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100
1330
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701
+7
1331
$3K ﹤0.01%
55
1332
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77
1333
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+31
1334
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134
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38
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80
+1
1340
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1341
$3K ﹤0.01%
200
1342
$3K ﹤0.01%
100
1343
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1344
$3K ﹤0.01%
+501
1345
$3K ﹤0.01%
100
1346
$3K ﹤0.01%
930
1347
$3K ﹤0.01%
145
1348
$3K ﹤0.01%
500
1349
$3K ﹤0.01%
400
-500
1350
$3K ﹤0.01%
396
52 53
54
55 56