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
1351
$3K ﹤0.01%
120
1352
$3K ﹤0.01%
312
+3
1353
$3K ﹤0.01%
140
1354
$3K ﹤0.01%
1,450
-2,300
1355
$3K ﹤0.01%
2,430
+931
1356
$2K ﹤0.01%
17
-6
1357
$2K ﹤0.01%
94
1358
$2K ﹤0.01%
35
+1
1359
$2K ﹤0.01%
50
1360
$2K ﹤0.01%
75
1361
$2K ﹤0.01%
+116
1362
$2K ﹤0.01%
32
1363
$2K ﹤0.01%
107
+2
1364
$2K ﹤0.01%
33
1365
$2K ﹤0.01%
22
1366
$2K ﹤0.01%
49
1367
$2K ﹤0.01%
80
1368
$2K ﹤0.01%
21
1369
$2K ﹤0.01%
32
1370
$2K ﹤0.01%
45
1371
$2K ﹤0.01%
36
1372
$2K ﹤0.01%
99
+1
1373
$2K ﹤0.01%
110
+3
1374
$2K ﹤0.01%
25
1375
$2K ﹤0.01%
134
+1
53 54
55
56 57