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
$358M
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.66M
3
+$1.25M
4
KKR icon
KKR & Co
KKR
+$889K
5
MPW icon
Medical Properties Trust
MPW
+$786K

Top Sells

1
+$27.6M
2
+$6.34M
3
+$5.76M
4
XOM icon
Exxon Mobil
XOM
+$2.69M
5
DINO icon
HF Sinclair
DINO
+$2.52M

Sector Composition

1 Energy 13.96%
2 Financials 10.31%
3 Healthcare 6.34%
4 Real Estate 6.23%
5 Utilities 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$5K ﹤0.01%
130
1352
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62
1353
$5K ﹤0.01%
318
+7
1354
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1355
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1356
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+91
1357
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100
-1,010
1358
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1359
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50
1361
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40
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-1,104
1363
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252
+121
1364
$5K ﹤0.01%
559
-8,240
1365
$5K ﹤0.01%
129
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261
-1,006
1367
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1368
$5K ﹤0.01%
+54
1369
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300
1370
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166
1371
$5K ﹤0.01%
200
1372
$5K ﹤0.01%
111
-328
1373
$5K ﹤0.01%
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1374
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1375
$5K ﹤0.01%
100
53 54
55
56 57