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
1851
$2K ﹤0.01%
+89
1852
$2K ﹤0.01%
218
1853
$2K ﹤0.01%
53
1854
$2K ﹤0.01%
600
1855
$1K ﹤0.01%
202
1856
$1K ﹤0.01%
10
1857
$1K ﹤0.01%
508
1858
$1K ﹤0.01%
99
+42
1859
$1K ﹤0.01%
16
1860
$1K ﹤0.01%
13
1861
$1K ﹤0.01%
100
1862
$1K ﹤0.01%
120
1863
$1K ﹤0.01%
11
1864
$1K ﹤0.01%
11
1865
$1K ﹤0.01%
13
1866
$1K ﹤0.01%
13
1867
$1K ﹤0.01%
100
-7,845
1868
$1K ﹤0.01%
38
1869
$1K ﹤0.01%
21
1870
$1K ﹤0.01%
32
1871
$1K ﹤0.01%
118
1872
$1K ﹤0.01%
11
1873
$1K ﹤0.01%
18
1874
$1K ﹤0.01%
115
1875
$1K ﹤0.01%
50
73 74
75
76 77