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
1401
$2K ﹤0.01%
166
1402
$2K ﹤0.01%
55
+1
1403
$2K ﹤0.01%
75
1404
$2K ﹤0.01%
90
-6,615
1405
$2K ﹤0.01%
34
1406
$2K ﹤0.01%
93
1407
$2K ﹤0.01%
30
-66
1408
$2K ﹤0.01%
+35
1409
$2K ﹤0.01%
300
1410
$2K ﹤0.01%
106
1411
$2K ﹤0.01%
25
1412
$2K ﹤0.01%
125
1413
$2K ﹤0.01%
51
1414
$2K ﹤0.01%
654
1415
$2K ﹤0.01%
16
1416
$2K ﹤0.01%
53
1417
$2K ﹤0.01%
101
+55
1418
$2K ﹤0.01%
253
1419
$2K ﹤0.01%
348
1420
$2K ﹤0.01%
120
1421
$2K ﹤0.01%
122
1422
$1K ﹤0.01%
1,500
1423
$1K ﹤0.01%
101
-101
1424
$1K ﹤0.01%
20
1425
$1K ﹤0.01%
100
55 56
57
58 59