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
1501
$1K ﹤0.01%
30
+1
1502
$1K ﹤0.01%
7
1503
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54
1504
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175
1505
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100
1506
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355
-100
1507
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318
1508
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100
1509
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10
1510
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55
1511
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32
1512
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102
1513
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500
1514
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+47
1515
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57
1516
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27
1517
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1518
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40
1519
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720
1520
$1K ﹤0.01%
+49
1521
$1K ﹤0.01%
21
1522
– –
0
1523
$1K ﹤0.01%
25
1524
$1K ﹤0.01%
28
1525
$1K ﹤0.01%
17
59 60
61
62 63