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
1476
$1K ﹤0.01%
20
1477
$1K ﹤0.01%
8
1478
$1K ﹤0.01%
42
+1
1479
$1K ﹤0.01%
20
1480
$1K ﹤0.01%
8
1481
$1K ﹤0.01%
41
1482
$1K ﹤0.01%
10
1483
$1K ﹤0.01%
201
-1
1484
$1K ﹤0.01%
19
1485
$1K ﹤0.01%
16
1486
$1K ﹤0.01%
23
1487
$1K ﹤0.01%
14
1488
$1K ﹤0.01%
+10
1489
$1K ﹤0.01%
33
1490
$1K ﹤0.01%
25
1491
$1K ﹤0.01%
100
1492
$1K ﹤0.01%
26
1493
$1K ﹤0.01%
27
1494
$1K ﹤0.01%
178
1495
$1K ﹤0.01%
85
1496
$1K ﹤0.01%
8
1497
$1K ﹤0.01%
57
1498
$1K ﹤0.01%
32
1499
$1K ﹤0.01%
8
1500
$1K ﹤0.01%
10