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
1726
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1727
$0 ﹤0.01%
+1
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1736
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1737
$0 ﹤0.01%
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1738
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1739
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1743
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1746
$0 ﹤0.01%
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$0 ﹤0.01%
3
1748
-1,069
1749
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1750
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