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
1676
$1K ﹤0.01%
35
1677
$1K ﹤0.01%
18
-239
1678
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37
1679
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47
-12
1680
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10
1681
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100
1682
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100
1683
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+238
1684
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29
1685
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23
-9
1686
$1K ﹤0.01%
10
1687
$1K ﹤0.01%
261
-1,333
1688
$1K ﹤0.01%
55
1689
$1K ﹤0.01%
2
1690
$1K ﹤0.01%
99
-2,000
1691
$1K ﹤0.01%
+45
1692
$1K ﹤0.01%
19
1693
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102
1694
$1K ﹤0.01%
+3
1695
$1K ﹤0.01%
34
1696
$1K ﹤0.01%
204
1697
$1K ﹤0.01%
500
1698
$1K ﹤0.01%
11
1699
$1K ﹤0.01%
100
1700
$1K ﹤0.01%
37
-159
66 67
68
69 70