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
$358M
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.66M
3
+$1.25M
4
KKR icon
KKR & Co
KKR
+$889K
5
MPW icon
Medical Properties Trust
MPW
+$786K

Top Sells

1
+$27.6M
2
+$6.34M
3
+$5.76M
4
XOM icon
Exxon Mobil
XOM
+$2.69M
5
DINO icon
HF Sinclair
DINO
+$2.52M

Sector Composition

1 Energy 13.96%
2 Financials 10.31%
3 Healthcare 6.34%
4 Real Estate 6.23%
5 Utilities 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$2K ﹤0.01%
1,000
1527
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54
1528
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261
-559
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400
1531
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+62
1533
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19
1534
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39
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1535
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33
-831
1536
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1537
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1538
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96
1539
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1540
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39
+1
1541
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1542
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1543
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37
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1544
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1545
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20
1546
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+35
1547
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27
1548
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33
1549
$2K ﹤0.01%
81
1550
$2K ﹤0.01%
57
60 61
62
63 64