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
$536M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,165
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.8M
3
+$2.77M
4
BPL
Buckeye Partners, L.P.
BPL
+$2.27M
5
SO icon
Southern Company
SO
+$1.99M

Top Sells

1
+$31.4M
2
+$6.37M
3
+$4.79M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$1.3M
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$1.27M

Sector Composition

1 Energy 17.42%
2 Consumer Staples 9.81%
3 Financials 7.17%
4 Utilities 5.52%
5 Technology 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$14K ﹤0.01%
1,578
+276
1377
$14K ﹤0.01%
333
1378
$14K ﹤0.01%
+540
1379
$14K ﹤0.01%
350
-200
1380
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667
1381
$14K ﹤0.01%
1,200
1382
$14K ﹤0.01%
+486
1383
$14K ﹤0.01%
+700
1384
$14K ﹤0.01%
221
1385
$14K ﹤0.01%
+128
1386
$14K ﹤0.01%
43
1387
$14K ﹤0.01%
400
1388
$14K ﹤0.01%
500
1389
$14K ﹤0.01%
1,000
1390
$14K ﹤0.01%
516
+16
1391
$14K ﹤0.01%
3,800
1392
$14K ﹤0.01%
+500
1393
$14K ﹤0.01%
200
1394
$14K ﹤0.01%
1,177
1395
$14K ﹤0.01%
532
1396
$13K ﹤0.01%
275
1397
$13K ﹤0.01%
235
+1
1398
$13K ﹤0.01%
80
1399
$13K ﹤0.01%
137
1400
$13K ﹤0.01%
774
-966
54 55
56
57 58