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
$536M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,165
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.8M
3
+$2.77M
4
BPL
Buckeye Partners, L.P.
BPL
+$2.27M
5
SO icon
Southern Company
SO
+$1.99M

Top Sells

1
+$31.4M
2
+$6.37M
3
+$4.79M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$1.3M
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$1.27M

Sector Composition

1 Energy 17.42%
2 Consumer Staples 9.81%
3 Financials 7.17%
4 Utilities 5.52%
5 Technology 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$4K ﹤0.01%
+450
1702
$4K ﹤0.01%
166
1703
$4K ﹤0.01%
95
-84
1704
$4K ﹤0.01%
+10
1705
$4K ﹤0.01%
7
-28
1706
$4K ﹤0.01%
11
1707
$4K ﹤0.01%
340
1708
$4K ﹤0.01%
344
+6
1709
$4K ﹤0.01%
141
1710
$4K ﹤0.01%
66
1711
$4K ﹤0.01%
17
1712
$4K ﹤0.01%
100
1713
$4K ﹤0.01%
100
1714
$4K ﹤0.01%
135
1715
$4K ﹤0.01%
200
1716
$4K ﹤0.01%
385
-98
1717
$4K ﹤0.01%
281
+3
1718
$4K ﹤0.01%
+150
1719
$4K ﹤0.01%
119
+1
1720
$3K ﹤0.01%
100
1721
$3K ﹤0.01%
+100
1722
$3K ﹤0.01%
60
1723
$3K ﹤0.01%
72
1724
$3K ﹤0.01%
72
1725
$3K ﹤0.01%
209
67 68
69
70 71