WA
WFG Advisors Portfolio holdings
AUM
$442M
1-Year Est. Return
12.46%
1 Year Est. Return
+12.46%
AUM
$375M
AUM Growth
-$33.4M
(-8.2%)
Holding
1,780
Top Buys
| 1 | +$4.86M | |
| 2 | +$4.53M | |
| 3 | +$3.15M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.63M |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$2.21M |
Top Sells
| 1 | +$2.9M | |
| 2 | +$2.69M | |
| 3 | +$2.31M | |
| 4 |
Exxon Mobil
XOM
|
+$2.16M |
| 5 |
Apple
AAPL
|
+$2.15M |
Sector Composition
| 1 | Financials | 9.83% |
| 2 | Utilities | 6.4% |
| 3 | Energy | 6.37% |
| 4 | Healthcare | 6.35% |
| 5 | Real Estate | 5.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1776
La-Z-Boy
LZB
$1.33B
| – | – |
-69
|
|
||
1777
Moleculin Biotech
MBRX
$25.2M
| $0 | ﹤0.01% |
4
|
|
||
1778
Microchip Technology
MCHP
$35.2B
| $0 | ﹤0.01% |
2
|
|
||
1779
Mercado Libre
MELI
$103B
| $0 | ﹤0.01% |
1
|
|