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
$334M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.85%
2 Energy 8.41%
3 Real Estate 8.25%
4 Healthcare 6.93%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$1K ﹤0.01%
231
-2,000
1477
$1K ﹤0.01%
236
1478
$1K ﹤0.01%
48
1479
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24
1480
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18
1481
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20
1482
$1K ﹤0.01%
33
1483
$1K ﹤0.01%
26
1484
$1K ﹤0.01%
41
1485
$1K ﹤0.01%
16
1486
$1K ﹤0.01%
14
1487
$1K ﹤0.01%
33
1488
$1K ﹤0.01%
25
1489
$1K ﹤0.01%
100
1490
$1K ﹤0.01%
15
1491
$1K ﹤0.01%
27
1492
$1K ﹤0.01%
1,500
1493
$1K ﹤0.01%
+5
1494
$1K ﹤0.01%
+57
1495
$1K ﹤0.01%
8
1496
$1K ﹤0.01%
10
1497
$1K ﹤0.01%
44
1498
$1K ﹤0.01%
44
1499
$1K ﹤0.01%
10
1500
$1K ﹤0.01%
7