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
$525M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,225
New
Increased
Reduced
Closed

Top Sells

1 +$2.63M
2 +$2.18M
3 +$1.54M
4
DIG icon
ProShares Ultra Energy
DIG
+$886K
5
FSK icon
FS KKR Capital
FSK
+$766K

Sector Composition

1 Energy 15.98%
2 Consumer Staples 10.04%
3 Financials 7.39%
4 Technology 5.52%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$6K ﹤0.01%
132
+2
1602
$6K ﹤0.01%
160
1603
$6K ﹤0.01%
446
+2
1604
$6K ﹤0.01%
193
1605
$6K ﹤0.01%
504
+4
1606
$6K ﹤0.01%
500
1607
$6K ﹤0.01%
73
+1
1608
$6K ﹤0.01%
1
1609
$6K ﹤0.01%
171
1610
$6K ﹤0.01%
+300
1611
$6K ﹤0.01%
200
1612
$6K ﹤0.01%
112
1613
$6K ﹤0.01%
204
1614
$6K ﹤0.01%
336
+4
1615
$6K ﹤0.01%
20
+10
1616
$6K ﹤0.01%
250
1617
$6K ﹤0.01%
+930
1618
$6K ﹤0.01%
+256
1619
$6K ﹤0.01%
+500
1620
$6K ﹤0.01%
+181
1621
$6K ﹤0.01%
36
+2
1622
$6K ﹤0.01%
578
1623
$6K ﹤0.01%
9,250
-10,325
1624
$6K ﹤0.01%
89
1625
$6K ﹤0.01%
70
+18