WA

WFG Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 12.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,812
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.79M
3
+$1.68M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.27M
5
AAPL icon
Apple
AAPL
+$1.23M

Top Sells

1
+$4.27M
2
+$2.7M
3
+$1.41M
4
DRE
Duke Realty Corp.
DRE
+$1.15M
5
ALFA
AlphaClone Alternative Alpha ETF
ALFA
+$1.03M

Sector Composition

1 Financials 8.8%
2 Energy 8.78%
3 Utilities 8.1%
4 Real Estate 7.19%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-2,036
1802
$0 ﹤0.01%
7
1803
$0 ﹤0.01%
2
1804
$0 ﹤0.01%
2
1805
$0 ﹤0.01%
7
1806
$0 ﹤0.01%
10
1807
– –
-58
1808
$0 ﹤0.01%
24
1809
– –
-110,713
1810
$0 ﹤0.01%
8
1811
$0 ﹤0.01%
14
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