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
1651
$1K ﹤0.01%
37
+7
1652
$1K ﹤0.01%
26
1653
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49
1654
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17
1655
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28
1656
$1K ﹤0.01%
9
-18
1657
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50
1658
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10
1659
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128
1660
$1K ﹤0.01%
37
1661
$1K ﹤0.01%
19
1662
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16
1663
$1K ﹤0.01%
25
1664
$1K ﹤0.01%
100
1665
$1K ﹤0.01%
15
-32
1666
$1K ﹤0.01%
+32
1667
$1K ﹤0.01%
63
1668
$1K ﹤0.01%
1,500
1669
$1K ﹤0.01%
44
1670
$1K ﹤0.01%
18
1671
$1K ﹤0.01%
44
-105
1672
$1K ﹤0.01%
55
-162
1673
$1K ﹤0.01%
7
1674
$1K ﹤0.01%
60
1675
$1K ﹤0.01%
31
-4
65 66
67
68 69