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
1401
$13K ﹤0.01%
258
1402
$13K ﹤0.01%
657
+149
1403
$13K ﹤0.01%
303
1404
$13K ﹤0.01%
450
1405
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500
1406
$13K ﹤0.01%
269
+100
1407
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504
1408
$13K ﹤0.01%
1,220
1409
$12K ﹤0.01%
+200
1410
$12K ﹤0.01%
188
+1
1411
$12K ﹤0.01%
+174
1412
$12K ﹤0.01%
1,212
-304
1413
$12K ﹤0.01%
+197
1414
$12K ﹤0.01%
569
1415
$12K ﹤0.01%
200
1416
$12K ﹤0.01%
162
+1
1417
$12K ﹤0.01%
200
1418
$12K ﹤0.01%
516
+460
1419
$12K ﹤0.01%
+1,000
1420
$12K ﹤0.01%
415
1421
$12K ﹤0.01%
437
1422
$12K ﹤0.01%
50
1423
$12K ﹤0.01%
840
+16
1424
$12K ﹤0.01%
234
+1
1425
$12K ﹤0.01%
188
55 56
57
58 59