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
1676
$5K ﹤0.01%
+102
1677
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200
1678
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+8,000
1679
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89
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470
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141
1684
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400
1685
$4K ﹤0.01%
64
1686
$4K ﹤0.01%
155
1687
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89
+57
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132
+1
1690
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1697
$4K ﹤0.01%
+136
1698
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40
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$4K ﹤0.01%
96
1700
$4K ﹤0.01%
+125