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
$494M
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,363
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.04M
3
+$1.96M
4
DINO icon
HF Sinclair
DINO
+$1.56M
5
VTR icon
Ventas
VTR
+$1.55M

Top Sells

1
+$10.8M
2
+$3.16M
3
+$2.82M
4
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$2.43M
5
PEI
Pennsylvania Real Estate Investment Trust
PEI
+$1.69M

Sector Composition

1 Energy 14.82%
2 Consumer Staples 11.15%
3 Financials 8.21%
4 Utilities 5.99%
5 Technology 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$2K ﹤0.01%
20
1852
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27
1853
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33
-50
1854
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1855
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1856
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1857
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1858
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1859
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1860
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+66
1861
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+307
1862
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96
+1
1863
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54
1864
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54
1865
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+94
1866
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83
1867
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42
1868
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20
1869
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1870
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1871
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1872
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41
1873
$2K ﹤0.01%
+20
1874
$2K ﹤0.01%
35
-8
1875
$2K ﹤0.01%
160
-161
73 74
75
76 77