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
$346M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,806
New
Increased
Reduced
Closed

Top Sells

1 +$1.39M
2 +$1.05M
3 +$1.04M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M
5
BX icon
Blackstone
BX
+$703K

Sector Composition

1 Real Estate 8.97%
2 Financials 8.86%
3 Energy 8.29%
4 Utilities 7.24%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$0 ﹤0.01%
111
1702
$0 ﹤0.01%
1
1703
$0 ﹤0.01%
+1
1704
$0 ﹤0.01%
44
+17
1705
$0 ﹤0.01%
+9
1706
$0 ﹤0.01%
+2
1707
$0 ﹤0.01%
+1
1708
0
1709
$0 ﹤0.01%
+1
1710
$0 ﹤0.01%
+1
1711
-863
1712
-860
1713
$0 ﹤0.01%
+1
1714
-550
1715
$0 ﹤0.01%
+1
1716
$0 ﹤0.01%
+3
1717
$0 ﹤0.01%
16
1718
$0 ﹤0.01%
1
1719
$0 ﹤0.01%
+1
1720
$0 ﹤0.01%
+4
1721
-12
1722
-564
1723
$0 ﹤0.01%
54
1724
$0 ﹤0.01%
7
1725
-1,000